Elite Wealth Relationship Manager

Quotient Consultancy
  • Bangalore, Hyderabad
  • Confidential
  • 3-8 years
  • Views
  • 01 Feb 2018

  • Finance/ Accounts

  • Banking - Retail
Job Description

Pl note : Candidates must be from sales / acquisition (wealth) handling mutual funds, equity, TPP from any securities / broking / banks / AMCs. ROLES & RESPONSIBILITIES : An individual role - HNI Client handling - 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, Life Insurance, and other Wealth Products etc. - Generating a minimum of 3X revenue per month - Acquiring 2 new clients per month - Generating an AUM of 50L per month - High levels of customer service orientation and application of Company policy.

Job Posted By

Amogha .

About Organisation

Quotient Consultancy