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Wealth Manager - BFSI (10-25 yrs)
upGrad
posted 12hr ago
- 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 Requirement:
- 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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3-8 Yrs
₹ 7 - 8.5L/yr
Bangarapet, Mumbai, Pune