Designation- Manager/ Sr Manager- Wealth Management

Job Profile:

• Develop and provide solutions to the client’s basis their requirements
• Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
• Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
• Initiate portfolio review of the existing investors in a timely manner
• Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
• Share regular updates with the investors with regards to the schemes, research papers, etc.
• Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

• Excellent socializing and relation building skills.
• Excellent communication and listening skills, with the a...