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Wealth Manager (10-15 yrs)

10-15 years

Wealth Manager (10-15 yrs)

upGrad

posted 11hr ago

Job Role Insights

Flexible timing

Job Description

- Responsible for overall business of the team

- Meeting revenue targets at product level as assigned by the organization and ensuring high level of productivity for the entire team and the region.

- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

- Responsible for hiring and retaining relevant talent in the region.

- Building learning and knowledge best practices. Educating and handholding frontline staff in understanding market fundamentals and product positioning.

- Active interaction with product manufacturers and other stakeholders in order to track local market dynamics.

- Conduct events for engagement of existing clients and also for acquisition of new customers.

- Achieve high service delivery standards and maximize customer satisfaction.

- Excellent interpersonal and networking skills.

Job Requirements:

- Post graduate with minimum 10-12 yrs exp

- Good knowledge of Wealth Management is must

- Team Handling experience

- Should possess strong networking & relationship building skills


Functional Areas: Banking/Insurance

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