Wealth Manager,Portfolio Manager

Job Description

• - Actively sourcing and prospecting for potential clients,,- Reviewing and monitoring clients financial progress and status regularly,- The candidate should possess first class interpersonal and communication skills,- Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base,,- Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets,,- Sound Knowledge in Financial Instrument,- Ambitious and willing to work hard to achieve targets,- Ability to work individually,,Diploma/Bachelors/Masters degree in any discipline. MBA in Marketing Management preferred
• Anjum J - HR Executive,74838 93596/ 85480 32880,,Bangalore - 560032

Job Summary