Wealth Relationship Manager - Securities Firm (2-5 yrs)
Max CTC : Upto 6 lacs pa
1. Acquisition of customers for wealth management & retail products
2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity.
3. Tele Calling, Appointments Fixing, Outbound Customer Meetings.
4. Guiding & advising new/existing customers in financial portfolio management.
5. Ensuring Regulatory Compliance & Company Policy
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