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16 Way2wealth Brokers Jobs
Manager - Wealth Management Group
3-6 years
Kolkata, Mumbai, New Delhi + 3 more
1 vacancy
Manager - Wealth Management Group
Way2wealth Brokers
posted 3+ weeks ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
-
To acquire and build relations with Retail/ Ultra High Net worth, and Corporates customers
- Cross selling insurance and other wealth management products advising various Treasury related Debt products to the Corporates & SMEs
- Advise Corporate / Promoters / HNI clients on various investments opportunities available in the market and help them to generate a high ROI (Return On Investment)
- To provide end-to-end service solutions to existing customer relationships on a pro-active manner
- To educate all segments of customers with various investment avenues available primarily with investing products avenues and to provide high quality advise to them on their assets allocation
- To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers
- Conceptualize & implement sales promotional plan through various marketing channels
- Updating customers on the changes of trends on the business landscape
- Continuous up-dation of the MI
Employment Type: Full Time, Permanent
Read full job description
What people at Way2wealth Brokers are saying
What Way2wealth Brokers employees are saying about work life
based on 98 employees
Strict timing
Monday to Friday
Within city
Day Shift
Way2wealth Brokers Benefits
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