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Wealth Manager

2 weeks ago

Pune, Maharashtra, India Workassist Full time

Work Level
: Individual

Core
: Self Motivated

Leadership
: Decisive

Industry Type
: Banking

Function
: Wealth Manager

Key Skills
: Wealth,Private Wealth,HNI,Investment Banking,Mutual Fund

Education
: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Roles & Responsibility

  • Accountable for achieving monthly & annual sales targets, as agreed.
  • Ensure proper implementation & execution of relationship management & investment advisory strategies.
  • Ensure proper sales spread between products.
  • Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share.
  • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
  • Ensure highest levels of customer satisfaction.
  • Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers.
  • Ensure service levels are constantly improving.
  • Meet Customer Migration targets.

Company Description

Workassist is an online recruitment and employment platform based in India, connecting employers with the right talent across diverse industries. By leveraging technology in e-recruitment, Workassist delivers curated profiles to employers and job opportunities to seekers of all experience levels. With a commitment to enhancing the hiring process, Workassist serves industries such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and Legal. Our global reach and adaptability ensure the best matches for both job seekers and recruiters.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you