Senior Executive / Manager
- Mumbai, Maharashtra Ahmedabad, Gujarat
- Permanent
- Full-time
Position- Manager/Senior Manager
5 Days work form office
timings : 10AM-7:00 PMRequired Experience- Not less than 4-5 years (Age 32-37 Years)
Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management softwarePrimary Responsibilities
- Business Development and Relationship Management in Wealth Management.
- Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.
- Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
- Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
- Be active in developing new business for Wealth Management Team.
- Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
- Maintaining a good rapport with new clients so as to get good business and more referrals from them.
- Giving solutions to clients for any financial need with regards to wealth management.
- Reaching out to prospective clients using web based search and self sourcing.