Wealth Manager - BFS (4-7 yrs)
Reporting to REGIONAL PRODUCT MANAGER
INDIVIDUAL ROLE
Specific responsibilities
- HNI Client handling
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
- Generating an AUM of 50L per month - High levels of customer service orientation and application of Company Policy
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
