Beta Release
4 - 9 Years
Not Disclosed
Full Time
Ahmedabad | Mumbai (All Areas) | Surat | Vadodara / Baroda

Views:331

Applicants:3

Posted on 3 Jul, 2024

Job Description | Role and Responsibilities

  • Generate new business to achieve sales targets.
  • Build & deepen relationships with existing Wealth Customers to achieve increase in
  • share of wallet & revenue.
  •  Manage the portfolio to de-risk against attrition & achieve stability of book.
     

Candidate Profile | Who Can Apply
  •  Knowledge of financial instruments and markets.
  • Strong Focus on Customer Service.
  • Updated Knowledge of Investment Products.
  •  Ability to Spot Investment Opportunities.
Overview
  • Industry - Banking / Financial Services
  • Functional Area - Financial Services / Broking
  • Job Role - Wealth Manager
  • Employment type - Full Time
  • Work Mode - In Office

Job Related Keywords
Education
  • Any Graduate - Any Specialization
  • MBA/PGDM - Any Specialization
  • Any Doctorate - Any Specialization
About Employer
Contact Details