Wealth Relationship Manager

Quotient Consultancy
  • Mumbai
  • 4-6 lakh
  • 2-5 years
  • Views
  • 20 Apr 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Location : Mumbai Pre-requsiste : -Max Age : Upto 34 yrs -Only local Mumbai candidates -2-5 yrs with banks/ securities in Sales of Wealth Management products like Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity. Job Description : 1. Acquisition of customers for wealth management & retail products   2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity. 3. Tele Calling, Appointments Fixing, Outbound Customer Meetings. 4. Guiding & advising new/existing customers in financial portfolio management. 5. Ensuring Regulatory Compliance & Company Policy


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy