Wealth Manager - Sales - Bank (1-3 Yrs) Mumbai (BFSI Sales)

1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products etc to match Clients need based requirement of Investment and Loan Products3) To keep abreast with market knowledge and market intelligence via Research reports and important Webinars/ trainings Published & Conducted by co on regular basis4) Responsible to ensure all activities are in adherence as per Strict Compliance, Risk & Policies of the company5) Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customers6) Acquisitions of franchisee, and referral Business to grow and strengthen the business7) Daily Calling existing and New Customer, Prospects and fixing Web and Personal Meeting with the clients and prospects8) Role and Responsibility Involves direct acquisition of trading and Investment clients, meeting monthly revenue targets9) Candidate Should be NISM equity & derivatives certified (ref:updazz.com)

Payroll Type : Permanent