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Great Opportunity for Wealth profile (sales)

2 - 7 YearsRajkot, Surat

Posted: 44 days ago

Job Description

We are hiring for below mentioned profile

Designation: Wealth Manager
Profile: Individual Sales Profile

Locations: Ahmedabad / Baroda / Surat / Rajkot


Experience: Having experience in equity / MF / Investment products / wealth products

JD:

To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats

Hike will be provided on ctc & grade



Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Client Relationship Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Company Profile

Forret India Private Limited
Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them.
View Contact Details+
Contact Details

Contact Company:Forret India Private Limited

Email :nidhi.landge@forretindia.com

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