Wealth Manager Vadodara/Baroda

3 weeks ago

Vadodara India Recex.co Full time

Job Description Department- Wealth Management 5 Days work form office timings : 10AM-7:00 PM Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities - Business Development and Relationship Management in Wealth Management. - Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management. - Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition. - Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients. - Be active in developing new business for Wealth Management Team. - Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates. - Maintaining a good rapport with new clients so as to get good business and more referrals from them. - Giving solutions to clients for any financial need with regards to wealth management. - Reaching out to prospective clients using web based search and self sourcing.

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