Job Description
Position Name: Wealth manager
Location: Ahmedabad & Vadodara
Experience Range - 4-8 years
Salary Range - 8 LPA- 12 LPA
Mandatory Requirement:
1) HNI acquisition & handling them
2) Should have relevant experience & knowledge of the market investments
3) Should be able to acquire new customers who meet product criteria through cross-refer
About the client:
They are a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.
Job Role and Responsibilities:
• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their 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.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.
• Acquisition and Handling of a group of HNI (High Net Worth Exclusive) Clients
• Profiling Customers and providing financial products to meet customer needs
• Deepen the relationship by Cross-selling to mapped broking clients and Services according to Customer Needs
• To Enhance & Retain customer profitability by capturing a larger share of Wallet
• Ensure profitability of the portfolio: Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-refer
Qualification and Experience:
Any graduate with relevant experience
Other Details:
• Work from the office
• Incentives based on performance
Location: Ahmedabad & Vadodara
Experience Range - 4-8 years
Salary Range - 8 LPA- 12 LPA
Mandatory Requirement:
1) HNI acquisition & handling them
2) Should have relevant experience & knowledge of the market investments
3) Should be able to acquire new customers who meet product criteria through cross-refer
About the client:
They are a financial and investment service provider in India. The company is based in Mumbai and has more than 100 branches across the country. The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.
Job Role and Responsibilities:
• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their 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.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.
• Acquisition and Handling of a group of HNI (High Net Worth Exclusive) Clients
• Profiling Customers and providing financial products to meet customer needs
• Deepen the relationship by Cross-selling to mapped broking clients and Services according to Customer Needs
• To Enhance & Retain customer profitability by capturing a larger share of Wallet
• Ensure profitability of the portfolio: Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-refer
Qualification and Experience:
Any graduate with relevant experience
Other Details:
• Work from the office
• Incentives based on performance
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager at SKS Enterpprises | Human Resource Planning and Management position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.