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Sr. Wealth Manager/ Chief Manager
2 weeks ago
Role & responsibilities
Position: Wealth Manager
Job Description:
Dealing with HNI /Retail Clients .
Cross Sell the products .
Conduct daily sales calling with prospective new clients and identify their needs.
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.
Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.
Interested candidate can share their profiles
