Team Lead at LanceSoft, Inc.
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Wealth Manager - Sales - BFSI (1-8 yrs)
Job Description :
Roles and Responsibilities:
Based on your experience and company's profile you will be responsible for some/all of the following:-
- Procuring the potential clients through networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
- Managing and improving relationship values through clienteling.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
- Achieving financial goals and maintaining organization brand value.
Job Specification:
- Qualification: Graduation or MBA (Both Can Apply).
- Experience: 0.6 month - 8 years.
- Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc.
Interested candidates please send across your cv
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