Elite Wealth RM : Leading Securities Co

Quotient Consultancy
  • Ahmedabad, Mumbai, Pune
  • Confidential
  • 3-8 years
  • Views
  • 01 Nov 2017

  • Sales/ Business Development/ Account Management

  • Banking - Corporate, Financial Services/ Capital Markets
Job Description

Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc.
-Generating a minimum of 3X revenue per month
- Acquiring new clients per month
- Incremental AUM month on month
-Existing book size preferred

Below mentioned is the product basket:

1) Wealth + PMS + Private Equity
2) MF - All Co (AMC's)
3)Real Estate
4) Loans - HL / PL / BL / LAS / LAP
5) Fixed Income - Bonds
6) Life Insurance
7) Broking - Equity / Commodity / Currency
8) Genral Insurance


Competencies/Skill sets for this job

Financial Securities Structured Products Life Insurance

Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy