HR at San Management Consultancy
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Wealth Manager - Sales - Bank (6-10 yrs)
1. Accountable for acquisition of High net worth clients
2. Responsible for activation of trading accounts of clients, assisting new entrants in the equity market on the fundamentals of the market.
3. Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New and Existing set of customers and building depth within the existing relationships
4. Responsible for achieving targets as assigned by the organization on a monthly basis
Experience : 6+ years and above of experience in Selling of Financial Products, Experience in handling HNI & UHNI clients and Experience of Selling MF and Other Third party Structured Products
Syed
9990164275
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