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Innovate Financial Services

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1 Innovate Financial Services Job

Wealth Manager

Innovate Financial Services

0-3 years

₹ 2 - 4.5L/yr

Pune

5 vacancies

Wealth Manager

Innovate Financial Services

posted 8d ago

Job Role Insights

Key skills for the job

Salesforce Relationship Management Wealth Management Communication Skills Investment Advisory Client Acquisition

Job Description

Role & responsibilities

1.Acquisition of new customers Enhancement of the relationship by cross-selling products

2. Revenue generation through sales of Third party financial products.

3. Sales of financial products i.e. Mutual funds, Fixed deposits, Life & Non-life Insurance, Home Loan, Business Loan, DMAT account...etc


Preferred candidate profile


Graduate & Above, freshers too can apply. Should be good with communication, client handling & sales of financial products



Perks and benefits


Best in Industry, 5 days working, Good Incentive & annual bonus


Employment Type: Full Time, Permanent

Read full job description

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8d ago·via naukri.com

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