Freelancer at Mittal & Chaudhari Associate
Views:29 Applications:9 Rec. Actions:Recruiter Actions:6
Private Wealth Counselor - Sales - BFSI (2-4 yrs)
Job opportunity with a Wealth company for Mumbai location.
Role: Sales Wealth Counselor - Private Wealth
Location: Lower Parel, Mumbai
No. of openings: 20
CTC: 3 lacs - 6 lacs
Education: Graduate
Experience: 2 to 4 years of experience in sales/ Business development in wealth or BFSI
Job Responsibilities :
- Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
- Manage Private Wealth, Portfolio Advisory and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization.
- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
