Wealth Manager Sales Bank (5 15 Yrs) Kolkata/bangalore (bfsi Sales)
Job Description
We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues while delivering superior service to our clients. Primary Skills Required :- Wealth Management- Portfolio Management- HNI Client Handling- Lead GenerationKey Responsibilities :- Managing the Profit & Loss (PL) of the region and strategically building market share- Addressing the investment requirements of HNI and UHNI clients through an exclusive product bouquet and superior service delivery.- Assisting clients in achieving their short-term and long-term investment goals through proper profiling and offering various investment products.- Developing and implementing marketing plans to acquire new customers in the corporate space and devising acquisition initiatives.- Acquisition and management of a group of HNI (High Net Worth Exclusive) and UHNI clients. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3342701
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKolkata, West Bengal - Bangalore, Karnataka, India
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EducationNot mentioned
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ExperienceYear