Wealth Manager @ Apex Services

Job Description

Dear Candidate,

 

Greetings From "APEX SERVICES"

 

Designation- Assistant manager/Deputy manager

 

Role- Wealth Manager

 

CTC- upto-7 LPA + incentive + Other benefit

Roles & Responsibilities:-

1) Business Growth & Revenue Generation:- Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans.

2) Team Management-  Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor
payroll). Ensure their training, productivity, and performance are aligned with company goals.

3) Customer Acquisition & Retention-  Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies.

4) Operations & Administration:- Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations.

5) Compliance & Risk Management:-  Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation and grievance redressal.

6) Market Intelligence & Strategy:- Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics.

7) Channel is FPD Financial Product Distribution channel / Wealth Management selling multiple financial products  with the help of 50-100  freelance part time salaried distributors on vendors payroll .

 

Kindly reply with an updated CV at ap*********a@gm**l.com if you are interested in the mentioned Job Role, you can call also on hidden_mobile

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Keyskills:   wealth management demat broking banking insurance relationship manager wealth manager