Posted By
Posted in
Sales & Marketing
Job Code
1237664
Wealth Manager
Experience - 3 Yrs to 14 Yrs
Location - Bangalore
Role- Relationship Wealth Manager
Primary Skills - Wealth Management, Relationship Mangement, Portfolio Management.
Secondy Skills - Financial Advisor, Business Developer
Roles and responsibility-
- Managing PL of the Region and Building up Market Share
- Owning and Establishing Tata Capital Wealth Management Brand for the regions
- Recruitment, Nurturing talent,Hand Holding
- Reviewing team's performance for optimisation of revenues
- Co Owning clients of the team
- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
- Profiling Customers and provide financial products to meet customer needs.
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Posted By
Posted in
Sales & Marketing
Job Code
1237664