Wealth Manager - BFS (3-15 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
