MBA/ BBA ( Marketing)
-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
-Procuring the potential clients through networking, database, market analysis and references.
-Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
-Managing and improving relationship values through latest updates & development in market.
-Liaison with operations team to resolve queries and revenue generation.
-Comply with organizational guidelines and norms.
-Identifying, acquiring, developing and maintaining customer relationships
-Maintaining up to date knowledge of competitor activity, products and services.
**
Desired Competencies for all the position
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills.
Two- wheeler will be required
Job Type: Full-time
Schedule:
Experience:
Work Remotely:
Speak with the employer
+91 9430342599
br{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> what is CRED? CRED is an exclusive community for India’s most trustworthy and creditworthy individuals,...
Apply For This JobResponsibilities and Duties Pick and deliver Cloths on time with the best service quality Please note: Before applying, please ensure...
Apply For This JobJob Description For Sartorius Stedim India Pvt. Ltd., we are looking for a Purchase Specialist – Projects to join our...
Apply For This JobFull Job Description Tax Return, Banking, Mics. Accounting Job Types: Full-time, Regular / Permanent Salary: ₹25,000.00 – ₹30,000.00 per month...
Apply For This JobOverview: As a mobile app developer, you would be building mobile apps for both iOS and Android platforms. You would...
Apply For This Jobbr{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> Date: 07-Jan-2022 Location: Kanhe Company: Mahindra & Mahindra Limited Responsibilities & Key Deliverables 1. Experience...
Apply For This Job