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| Job Location | Ahmedabad |
| Education | Not Mentioned |
| Salary | Rs 7 - 8 Lakh/Yr |
| Industry | Education / Training |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
Educational qualification: MBA (Finance) or CFAWork experience: Around 5 years to 10 years of relevant work experience as a Wealth Manager with BFSI industry Should be good in selling of various financial products to HNI clients Should be open to trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc.Job profile: To cross sell various financial products to the mapped clients To generate 2X revenue in the first year, 3X in the 2nd Yr and 4X from 3rd Yr. Onwards Get trained and updated on various financial products, including MF, PMS/AIF, Insurance, FDs and Tax saving Bonds, etc. To get required certification as mandated by the regulators for various financial products. Acquire new clients from open market Increase the share of wallet from the existing HNI clients Work with BD team for increasing the cross sell opportunities, by supporting each other. Ensure excellent client servicing through the existing system Deepen the client relationship to become the single point of contact for all his financial needs / advice.Skills require: Relationship Building and sales management Client servicing and sourcing skill Analytic and problem solving skill General computer skills: MS Office, Access, VBA Proficient knowledge of MS Excel, PowerPoint, Word software. Excellent written and verbal communication skills. Should be Accurate and responsible CTC: Rs 7.00 lpa to Rs 8.0 lpa (depends on current CTC, relevant work experience & qualification) Key Skills: Relationship Building and sales management Client servicing and sourcing skill Analytic and problem solving skill General computer skills: MS Office, Access, VBA Proficient knowledge of MS Excel, PowerPoint, Word software. Excellent written and verbal communication skills. Should be Accurate and responsible Location: Ahmedabad, Jamnagar, Rajkot, Vadodara/Baroda Required Experience: 5-10 yrs Positions: 4 Contact Person: TalentEdge Recruitment Consultants Email ID: sabah@tercpl.com Qualification: MBA,
Keyskills :
sales managementproblem solvingclient servicingsaleswealth managementfixed income derivativesms officemutual fundsbankingfinancial planning