Wealth/amc/broking Sr Manager/ Chief Manager/ Avp- Wealth Management
4 weeks ago
Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills.
Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures.
Has good emotional stability and conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
Should have a proven track record of AUM generation.
Aum size minimum 30 cr
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Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth ManagementInterested please connect with MAHEK 9137263337 and drop CV at Designation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and...
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Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth ManagementInterested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.comDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:1. Develop and provide solutions to the clients basis their requirements2. Conduct timely and regular follow-up with the...
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Mumbai, Maharashtra, India Quotient Consultancy Full timeLeading Bank Hiring Sr Manager/ Chief Manager/ AVP- Wealth Management Interested please connect with MAHEK 9137263337 and drop CV at Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on...
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