Entrepreneur at Talent Quest Centre
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Wealth Manager - Financial Services & Broking House (2-10 yrs)
Summary :
A financial powerhouse that has developed into one of the largest financial services and broking house in India within a short span of time. The Company has spread its trustworthy expertise all over the country with pan-India presence across more than 1632 outlets spread across 521 cities.
The Company has the vacancy of Wealth Manager for its Kerela location:
Roles and Responsibilities:
- To increase revenue in assigned Area and increase sales volume across the products.
- Solving customer queries and taking care of growth of the business in the branch
- New client acquisition and AUM growth in Existing accounts
- Building, managing, training and developing a team.
- Daily meeting with Relationship managers and Dealers, having sales drive discussion, performance tracking, product drive, tracking Activities & ensuring that client servicing is at the expected quality
- Creating product mix to meet investor's requirements.
- Manage accounts by advising them on various products available in the company, basis their risk appetite and need analysis.
- Expand the client base and thereby increase the AUM Book and the offerings of other wealth advisory products such as General Insurance, LI, PMS, AIF, Bonds, etc
- Meeting with DSA & Franchisee and going for joint call with them to promote cross sell, providing training to DSA, helping DSA to promote different cross sell product.
To maintain Team profitability and to maintain compliance and risk management.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
