Elite Wealth Manager

Quotient Consultancy
  • Mumbai
  • 8-18 lakh
  • 4-9 years
  • Views
  • 17 Oct 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Location: Mumbai locations.


Elite Wealth Manager
Max CTC; upto18 lLacs


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


Job Role:-
Responsible for business development through acquisition of high net-worth clients [client acquisition]
Responsible for identifying customer needs and assessing their risk appetiteResponsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market
Responsible for achieving targets based on acquisition and revenue generation through equity
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
Provide regular updates to the immediate superior as and when required
Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Must ensure the growth of AUM and IR from existing customers mapped to them

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
Training Given to candidates once joined / Enough Timing Given once joined the Org
Good Variable Structure - 300 % of CTC Offered Annually .


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy