Senior positions in Wealth management for a Reputed Bank / Financial Services in Mumbai

A Reputed Bank / Financial Services

7 to 12 yrs. Delhi , Kolkata , Mumbai
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Posted on 31 Jan 2018

Job Description

TL Positions in Wealth Management in a Reputed Bank / Financial Services, Mumbai

Qualification : Graduation / MBA
Experience: 7+ years sales exp. in Wealth Management (Multi product (MF, Insurance, alternate assets, other investment products)
Location: Mumbai

1] Estimating, Forecasting, and tracking of sales & revenue numbers
2] Develop and manage relationships with Emerging Affluent clients - provide investment products and services in line with their financial needs & objectives.
3] Meet the Revenue targets for self and assigned team.
4] Proposing Asset allocation/Portfolio maintenance/Review of the portfolio.
5] Coach, train, Manage a team of Premier Wealth Managers on all products
6] Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity.

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