Wealth Manager @ Enabler Recruitment

Job Description

Excellent opportunity to work as Wealth Manager in a reputed Bangalore based certified financial planning company

Job Location : 1.Bangalore 

                     2. Mumbai ( WFH only for Mumbai Candidate) 

Job Responsibilities will include:

Actively sourcing and prospecting for potential clients

Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients

Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.

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.

Proactive learning and self development initiatives to understand the latest product offerings in the market.

Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.

Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients )

Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

Qualification Requirements

• Graduation in any field; MBA in Finance would be added advantage

Experience -  3 to 8 yrs

Package -Open - Based on current salary 

Please send your resumes to Re********t@er************t.in

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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