HR Associate at Manzil HR Services
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Senior Manager - Wealth Management - BFSI (7-17 yrs)
Job Responsibilities :
I. Estimating, Forecasting and tracking of sales & revenue numbers
II. Develop and manage relationships with Emerging Affluent clients provide investment
III. Products and services in line with their financial needs & objectives
IV. Meet the revenue targets for self and assigned team
V. Proposing asset allocation/portfolio maintenance/review of portfolio
Team Management :
I. Manage a team of Premier Wealth Managers who interact with clients
II. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity
III. Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers
IV. Ensure regrettable attrition is under control
V. Coach & train Premier Wealth Managers on all products.
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