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Wealth Manager (10-15 yrs)

10-15 years

Wealth Manager (10-15 yrs)

upGrad

posted 11d 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

Read full job description

Prepare for Wealth Manager roles with real interview advice

Top upGrad Wealth Manager Interview Questions

Q1. Why do you think you can crack the deal with customers?
Q2. How would you rate your sales pitch on the rate of 1-10?
Q3. Sort 0 and 1 Problem Statement Given an integer array ARR of size N containing only integers 0 and 1, implement a function to sort this arr ... read more
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