Wealth Manager

4 weeks ago

Bengaluru, Karnataka, India upGrad Rekrut Full time
Greetings from upGrad rekrut

Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.

Candidates with minimum 2 years of experience in Mutual Fund sales should apply.

Responsibilities

 To up sell company's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

 Achieving the business targets assigned in terms of up selling company's Products, enhancing and upgrading the Client Net worth relationships.

 Profiling customers and provide financial products to meet customer needs

 Ensuring the highest levels of service to the client /HNI customers

 Providing Investment planning and advice

 Achieving sales and revenue targets spread across product mix

 One point contact for the assigned customer

 Acquisition & Servicing of HNI/UHNI customers.

 Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

If keen, please whatsapp at 9719198789 or email at deepika.grovver@upgrad.com.

Regards

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