Wealth Manager
Wealth Manager
avani consulting- Posted 4 hours ago
- Be among the first 10 applicants
Job Description
We are hiring for a leading Asset Management Company - Client of Avani Consulting
Relationship Manager
*Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
· Profiling customers and provide financial products to meet customer needs
*Ensuring the highest levels of service to the client /HNI customers
*Providing Investment planning and advice.
*Achieving sales and revenue targets spread across product mix
· One point contact for the assigned customer
To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.
More Info
Key Skills
About Company
Skills:
Technical Analysis, Contingency Planning, Investment Management, Risk Protection, Financial Planning
Skills:
sales performance , Relationship Management, Negotiation, Regulatory Compliance, Wealth Management Sales and Distribution
Skills:
regulatory frameworks, Estate planning, Financial Planning, Investment Management, investment products, Financial Markets, risk management, tax optimization
Skills:
Virtual Presentations, Client Meetings, Equity Markets, High Ticket Sales
Skills:
Revenue & Target Management, Sales, Client Relationship Management, Product Knowledge, Investment Advisory, Business Development