Hiring Wealth Manager For Leading Mutual Funds Co(AMC) - Jamshedpur and Dhanbad

Optimum Future

Jamshedpur, Jharkhand

Urgently Hiring Wealth Manager For Leading Mutual Funds Company(AMC) - Jamshedpur Dhanbad

Designation: Wealth Manager

Location: Jamshedpur Dhanbad

Ctc - 6 Lacs to 8 Lacs

Experience Required: 3-12 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,

Candidate must be NISM 5A certified,

Job Description
• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide financial products to meet customer needs
•... More Detail

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