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| Job Location | Kolkata |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Banking / Financial Services |
| Functional Area | ales / BD |
| EmploymentType | Full-time |
Vacancy in a leading Wealth Management Company!Profile - Wealth ManagementDesignation - Relationship Manager/Key Relationship Manger/Wealth ManagerFunction -Investment Service GroupExperience -Min 1 year in products like Mutual Funds/Life Insurance/PMS/Structured Products/Real Estate/Home Loan/SIP/BondsLocation -DelhiReporting to -Regional Product Manager / Territory ManagerSpan of Control (Geog & No. of Reportees ) -Individual RoleSpecific responsibilities -Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like Mutual Funds, Portfolio Management Services, SIP, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.Telecalling the customers and explaining them about the various investment productsFixing face-to-face appointmentsAcquiring new clientsHigh level of customer service orientation and application of Company policyHNI Client handling (KRM/WM)Personal Attributes -Good communication & presentation skillsGood knowledge in investment productsFormal Qualifications - GraduationCTC - 3.5 to 8.5 LPA + incentives + allowances + annual fixed bonusesIf interested, call on 9319339232You can also forward your resume to shiwani.crestinfo@gmail.com
Keyskills :
derivativesacquisitioninsurancesalesbondssipmanagementhnipmsadvisoryportfoliostructuredmutualfundslifeinvestmentwealthpdcts.