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30/05 Kinza Sadat
Talent Acquisition Specialist at Continental HR Services

Views:2 Applications:5 Rec. Actions:Recruiter Actions:1

Wealth Relationship Manager - Sales - Investment/Trading Product (5-19 yrs)

Chandigarh/Jalandhar/Ludhiana Job Code: 328273

- Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

- Manage clients through client visits, suggest financial products to the clients and achieve business target.

- Responsible for product penetration and increasing client's wallet share.

- Identifying prospective clients & acquiring new clients.

- Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile :

- Should have at least 4 Years of experience handling Wealth Product Sales.

- Any Graduate / Postgraduate with relevant Experience.

- Good relationship management and service focus skills.

- Good communication and presentation skills.

- Investment Product knowledge is mandatory.

Perks & Benefits:

- Bi-annual appraisal program.

- Growth in fixed CTC twice in a year with attractive quarterly incentives.

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