Job Description
Designation- Manager/ Sr Manager- Wealth Management
Job Profile:
- Develop and provide solutions to the client’s basis their requirements
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
- Initiate portfolio review of the existing investors in a timely manner
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
- Share regular updates with the investors with regards to the schemes, research papers, etc.
- Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
- Excellent socializing and relation building skills.
- Excellent communication and listening skills, with the a...