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Posted on 3 Oct, 2024
Overview
- Industry - Banking / Financial Services
- Functional Area - Financial Services / Broking
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
Job Description | Role and Responsibilities
- Generate new business to achieve sales targets.
- Build & deepen relationships with existing Wealth Customers to achieve increase in
- share of wallet & revenue.
- Manage the portfolio to de-risk against attrition & achieve stability of book.
Candidate Profile | Who Can Apply
- Knowledge of financial instruments and markets.
- Strong Focus on Customer Service.
- Updated Knowledge of Investment Products.
- Ability to Spot Investment Opportunities.
Education
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization, MBA/PGDM - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
About Employer
Contact Details
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