Sales Wealth Counsellor Private Wealth
- Black Olive
- 2 - 4 years
- Mumbai
- 3 years ago
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Job Description
Candidate is responsible for new client acquisition to propose equity and trading plans from them.
Education
- Graduation degree mandatory
Experience
- 2 yrs to 4 yrs of experience as Sales Business Developmentmandatory
- Experience of Equity or Trading background
- Can look for other financial products if candidate is excellent in comms and sales
Age
- 22 - 32 yrs
Job Description
- Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
- Manage Private Wealth, Portfolio Advisory and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
- Revenue Generation
- Build Asset Under Advisory (AUA)
- Customers Success is Our Success.
Work Experience Required
2 yrs to 4 yrs exp
Job Location(s)
Lower Parel, Mumbai
Regards,
Narsing Brahanpure
Black Olive Recruitment & Staffing Company
m:+0091-9860551*** E:
jo***********1@gm**l.com,na***************e@gm**l.com
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Investment Banking
Role: Investment Banking
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required
Contact Details:
Company: Black OliveAddress: .
Location(s): Mumbai
Keyskills: Wealth Management Portfolio Management New Client Acquisition Finance Sales Strategy Client Engagement Financial Advisory Customer Service Delivery Equity Trading Risk Compliance
Black Olive
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