Wealth Manager- Senior Executive

2 weeks ago

Mumbai VadodaraBaroda, India RECEX Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Department- Wealth Management
Position- Manager/Senior Manager
5 Days work form office
timings : 10AM-7:00 PM

Required Experience- Not less than 4-5 years (Age 32-37 Years)
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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