Wealth Manager - Broking Firm

Sales Manager / Wealth Manager

Job Responsibility:

1. Managing own acquired customers & Constantly giving them good Wealth Management Services.

2. Acquisition of HNI and Ultra HNI Customer Offline clients by existing database (self) / reference of existing clients & completing the client account opening formalities.

3. Tracking the strategies followed by the competitors and devising the counter plans

4. Doing joint calls, career Progression, training and development.

5. The client thereafter will be managed by dealer or the secondary advisory team.

6. Selling other financial products like MF,PMS,IPO,Bond,LAP,LAS. etc

Critical Exp Essential:

1. Candidate should be smart & go-getters.

2. He/She should have flair for hardcore sales & pleasing personality.

3. He/She should have experience in financial service industry in acquiring Equity clients (Online/ Offline).

4. Candidate with selling & good communication skills with decent knowledge of capital markets.