Beta Release
4 - 9 Years
Not Disclosed
Full Time
Lucknow | Mumbai (All Areas) | Unnao

Views:289

Applicants:5

Posted on 18 Mar, 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 Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
About Employer
Contact Details
Candidate Can Connect