Wealth Manager - Udaipur

Role & responsibilities

• Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
• Manage clients through client visits, suggest financial products to the clients and achieve business target.
• Responsible for product penetration and increasing clients wallet share.
• Identifying prospective clients & acquiring new clients.
• Candidate should have experience of managing / acquiring wealth & HNI Customers.

Preferred candidate profile

• Should have at least 4 Years of experience handling Wealth Product Sales.
• Any Graduate / Postgraduate with relevant Experience.
• Good relationship management and service focus skills.
• Good communication and presentation skills.
• Investment Product knowledge is mandatory.

Perks and benefits

• Bi-annual appraisal program.
• Growth in fixed CTC twice in a year with attractive quarterly incentives