Wealth Relationship Manager

Quotient Consultancy
  • Pune
  • 5-6 lakh
  • 2-7 years
  • Views
  • 20 Dec 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

-Minimum Graduation is mandatory
-Candidate must from Sales background.
-Min. 2 years experience in Financial sales. (Must from Banking/ NBFC/ Insurance OR any financial industry)
-Must have experience in selling Life Insurance/ General Insurance/ Mutual Fund/ -PMS/ Equity/ Bonds/ corporate FD's etc.
-Age up to 34 years.

Job Description :

Tele calling the customers, Fixing appointments, face to face
meetings per day, Preparing daily sales report, Selling all
financial services & products to the customer (Life
Insurance, Mutual Fund, Bonds, Structured Products and
Wealth Products). Advising clients to add value to the
existing portfolio complying with company rules and regulations.

Competencies/Skill sets for this job

Mutual Fund Structured Products Sales General Insurance Banking

Job Posted By

Amogha .

About Organisation

Quotient Consultancy