Wealth Manager - NBFC

- Business Development and should take care of sales for all Wealth Investment products for Dubai.

- Overall responsible for revenue generation through sales of Wealth Investment, Third Party Products (TPP), Life Insurance Products.

- Responsible for day to day sales planning and revenue achievement.

- Handling Ultra HNI's and Corporate clients and maintain daily contacts with them.

- Serving Institutional Clients & Corporate clients of the company.

- Managing the funds of Corporates, Regional Broking Houses and HNI.

- Responsible for Portfolio Management Services, Structure products.

- Coordinating between Branch Sales & Ops for smoother business flow.

- Adapting to policy changes and upgrading product knowledge from time to time.

- Handling customer complaints from time to time and resolving them.

- Visiting premium customers when ever situation demands.

- Achieve the cross sell targets along with the core business.

- Upgrading market knowledge, competitor information and equipping with necessary counter measures to tackle the competition and generate business.