Recruitment Consultant at Self Employed
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Portfolio Manager - Wealth Sales - Assets Under Management Firm (3-7 yrs)
URGENT- POSITION :
BONANZA PORTFOLIO LIMITED, a leading financial services firm is looking to hire for a "Wealth Sales/ Portfolio Manager (AUM- Assets under Management)" for their Office at Mumbai- Goregaon East.
Company Website: www.bonanzaonline.com
Job Description:
Job Title: Wealth Sales/ Portfolio Manager (AUM- Assets under Management)
Role & Responsibilities:
- Design goal-based investment strategy plans.
- Execute Financial Planning for clients and responsible for final sales.
- Review/ Research and Recommend Financial products.
- Implementation of Client Financial Plans and rebalancing strategies.
- Emailing clients on a weekly basis and curating content for emails.
- Calling clients from leads and nurturing them by calling.
- Sales of all Financial products will have to be undertaken - Cross-selling of all products will be involved
- Need to maintain relations with his clients and with the team members.
Preferred Candidate profile
- Complete 3- 7 years B2B and B2C Sales experience- Candidates having experience especially in Sales of Portfolio Management Services (Assets under Management), Mutual Funds, Equity Sales in the BFSI Industry.
(Candidates with experience in Sales of Insurance or any other financial products are also welcome to apply)
Salary/ CTC on offer
- Based on current hike, profile fitment - B2B and B2C sales experience
- Perks and benefits
- Performance Bonus and growth opportunities
Qualification
Graduate/Post Graduate (Graduation is mandatory and Post Graduate will be preferable)
Key Skills
- Sales
- Sales Strategy and Execution
- B2B Sales
- B2c Sales
- Wealth Management
- Portfolio Management
- Results focussed and Results Oriented
- Must be smart, fast-paced, dynamic, self- starter, self- motivated, proactive and have analytical skills.
- Should have excellent communication skills - Spoken and Written English, local language (Tamil) and Hindi
Company details:
Company website: https://bonanzaonline.com/
Office Address: Bonanza Portfolio Limited, Bonanza House, Plot No. M-2, Cama Industrial Estate on Walbhat Road, Behind The Hub Mall, Goregaon (East), Mumbai - 400063
Industry: Financial Services
Employment Type: Full Time, Permanent
Year of start of Operations: 1994 (completed 30 years in business)
Employee strength: 1500+ and -growing
Company offices in 18 states in India (Pan-india presence)
Sujata Shetty
External Recruitment Consultant for Bonanza Portfolio Limited
