Wealth Manager - NBFC (1-4 yrs)
Please find below the Company profile & Job profile for your reference-
A leading NBFC of India
- It is a complete financial services firm, evolved over the years from a boutique investment bank. We have built a strong presence across verticals in the equity capital markets, financing, asset management and now retail business.
- The firm's culture promotes entrepreneurial and results-driven approach while teamwork and intellectual rigour are an integral part of one's performance. We encourage members to display higher levels of initiative, hunger for learning, be self driven and taking on additional responsibility.
- We recognize and nurture talent. Learning is embedded in our DNA and has been a constant feature of the company's culture. Working with us means constantly challenging your own capabilities to reach newer heights. We considers itself as a young organization and defines young as hungry for growth and driving that hunger through innovation and creativity- our core values.
Job Responsibilities:
- To identify potential HNI clients through referral networks
- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls.
- Daily tracking of & personal meeting with Clients
- To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues.
- Promote all the product lines offered by the company MF, Broking (Equity, Commodities, and Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.
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