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Senior Wealth Manager / Wealth Manager @ Array Management

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 Senior Wealth Manager / Wealth Manager

Job Description

Job Description:
  1. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  2. Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
  3. Profiling Customers and provide financial products to meet customer needs
  4. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
  5. Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
  6. To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer
  7. Acquire new customers who meet product criteria through cross-referencing

Required Candidate profile

Education Qualification: Any gradudate/ Post Graduate
Location: Indore/ Mumbai/ Pune
Product: Mutual Fund/ Investment Products
CTC : Best in Industry  

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Sales, Retail, Business Development,
Role Category: Institutional Sales
Role: Institutional Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization, Graduation Not Required
Post Graduation: Post Graduation Not Required, Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: Array Management
Location(s): Pune

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Keyskills:   Mutual fund wealth Wealth Management hni hni clients nri Finance Financial Products HNI Client Handling Marketing Investment Products

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Array Management

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