Zuari Investments - Area Manager - Wealth Management

Position:Area Manager - Wealth Management

Location: Delhi & Gurgaon

Job Responsibilities:

- To identify potential HNI clients through referral networks

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls.

- Daily tracking of & personal meeting with Clients

- To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues.

- Promote all the product lines offered by the company - MF, Broking (Equity, Commodities, and Currency), Corporate FDs, Insurance (Life and Non-Life), Mortgage Solutions and Real Estate.

- Responsible for managing a team of 5 Wealth Relation Managers.

Desired Candidate Profile:

- Candidate should have experience of managing / acquiring wealth & retail customers.

- MBA with 5+ years- experience

Preferred industry - Banking/ Broking / Insurance

Interested candidates can reach me @011-46474000 or send your applications

Group Profile

The Zuari and Texmaco Group, together represent Adventz, forming a remarkable entrepreneurial vision of the late Dr. K.K. Birla. Created by the coming together of some of India's leading organizations, the USD 3 Billion group, which is led by Mr. Saroj Kumar Poddar, comprises 23 companies in various verticals. The Adventz group is an Indian conglomerate with global ambitions that participates in and contributes to India's Economic growth and prosperity through transformational change. The group represents a fantastic synergy of human talent, proven technological expertise & established financial prowess across diverse sectors. The group is partnered by world leaders in various areas of enterprise and has significant presence in Agriculture, Engineering & Infrastructure, Real Estate, Consumer durables and Services which are the key drivers of the Indian Economy. The group is deepening its engagement with consumers across the value spectrum with new initiatives in these areas.

Company Profile

Zuari Investments Limited (ZIL) comes under the flagship of the Adventz group. ZIL, since its inception, has come a long way, offering a wide range of products & services to meet its customer's financial requirements, establishing a strong presence in the financial services sector. The Company is now one of the leading distributors of an entire spectrum of Investment products & services.

ZIL has three wholly owned subsidiaries, Zuari Insurance Brokers Limited (ZIBL), Zuari Commodity Trading Limited (ZCTL) and Zuari Financial Services Limited (ZFSL) which come together to meet the customers financial requirements.

Product Suite

Loans | Real Estate | Insurance- | Trading | Mutual Fund | Deposits | Depositary | RTA