BD Manager

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: # Develop and provide solutions to the client’s basis their requirements # Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles # Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM # Initiate portfolio review of the existing investors in a timely manner # Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends # Share regular updates with the investors with regards to the schemes, research papers, etc. # 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 client’s 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 # Candidate 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 Location- Mumbai, Pune, Kolkata Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav.