Recruitment Consultants at TalentEdge Recruitment Consultants
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Wealth Manager - Sales - Financial Services Provider & Broker (5-10 yrs)
About company:
- India's leading Financial Services Provider and Broker, having offices throughout India with more than 1000 employees
Job title: Wealth Manager
Number of requirements: 04
Job location: Ahmedabad, Vadodara, Rajkot, Jamnagar
Educational qualification: MBA (Finance) or CFA
Work experience:
- Around 5 years to 10 years of relevant work experience as a Wealth Manager with BFSI industry
- Should be good in selling of various financial products to HNI clients
- Should be open to trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc.
Job profile:
- To cross sell various financial products to the mapped clients
- To generate 2X revenue in the first year, 3X in the 2nd Yr and 4X from 3rd Yr. Onwards
- Get trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc.
- To get required certification as mandated by the regulators for various financial products.
- Acquire new clients from open market
- Increase the share of wallet from the existing HNI clients
- Work with BD team for increasing the cross sell opportunities, by supporting each other.
- Ensure excellent client servicing through the existing system
- Deepen the client relationship to become the single point of contact for all his financial needs / advice.
Skills require:
- Relationship Building and sales management
- Client servicing and sourcing skill
- Analytic and problem solving skill
- General computer skills: MS Office, Access, VBA
- Proficient knowledge of MS Excel, PowerPoint, Word software.
- Excellent written and verbal communication skills.
- Should be Accurate and responsible
CTC: Rs 7.00 lpa to Rs 8.0 lpa (depends on current CTC, relevant work experience & qualification)
Key Skills:
- Relationship Building and sales management
- Client servicing and sourcing skill
- Analytic and problem solving skill
- General computer skills: MS Office, Access, VBA
- Proficient knowledge of MS Excel, PowerPoint, Word software.
- Excellent written and verbal communication skills.
- Should be Accurate and responsible
Location: Ahmedabad, Jamnagar, Rajkot, Vadodara/Baroda
Required Experience: 5-10 yrs
Positions: 4
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