Premier Wealth Manager - BFSI (2-7 yrs)
Job Description :
1. Formulating and executing the strategies to increase the PMS client base.
2. Preparation and execution of financial planning for retail and corporate clients.
3. Organizing financial planning seminars in corporate.
4. Providing advisory services into various instruments like insurance (life & non life), MF, PMS, Bond, Equity, Real Estate, Gold (ETF), & FMP.
5. Analyzing and reviewing clients portfolio according to changing market situation for any potential risk.
6. Generating revenue primarily through distribution products.
7. Knowledge and marketing of debt products available in the market
Requirements :
- Ability to communicate in English and Vernacular effectively and express ones viewpoint clearly.
- Good networking skills.
- Ability to start relationships and build rapport.
- Good analytical skills at an elementary level.
- Ability to understand & sell a variety of products.
- Good follow up skills.
- Should be able organize own time effectively and structure own activities.
- Is able to persuade others to one own point of view and present the key benefits persuasively.
- Is able to remain calm and composed in adverse situations.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
