Posted By: I Mates Consultants | Posted on: March 04, 2020
India Ernakulam/Cochin/Kochi Kottayam Kozhikode/Calicut Thrissur Trivandrum
450000-650000 RS
2-7
Description:

Profile - Wealth Manager | Relationship Management | A Leading Securities Company

Scope of the role - Managing an exisiting portfolio of HNI Clients,Cross sell various financial products like Equity,MF,PMS,PES,Insurance,FD,NRI D Mat..etc.

Grade - Manager

Age - <30 Yrs

Job Description-

1) Directly managing the clients with an investment portfolio of 5 lak to 25 Lak.

2) Cross sell various financial products like Equity,MF,PMS,PES,Insurance,FD..etc.

3) Acquisition of new Equity clients.

4) Achieve monthly revenue by meeting the threshould target on prodct wise.

5) Timely reporting to the branch manager.

Ideal Candidature - Candiate with 2 to 3 years of experience with any banks,portfolio management companies with expertise in selling finanical products.

 

Skills:
wealth management portfolio management relationahip management equity investments mutual fund


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