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Wealth Manager

Zecruiters job connect

3-6 Lakhs

1-3 Years

Maharashtra- Mumbai ..

Business Development Manager (BDM) - Sales & Marketing

Vacancies- 2 Interested Candidates - 13 Client Relationship BuildingEarly Stage Capital InvestmentEquity Market+ 5 More
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Personal Details

Wealth Manager Screening Questions

Job Description

Key Responsibilities:

Client Acquisition and Relationship Building: ? Identify and acquire new clients for mutual fund investments. ? Build and maintain strong, long-term relationships with individual and high-networth investors. ? Provide customized investment solutions based on client needs and financial goals.

Sales and Revenue Growth: ? Achieve assigned sales targets and contribute to the growth objectives of the company. ? Develop and implement strategic plans to enhance mutual fund distribution. ? Conduct regular reviews of client portfolios and recommend suitable investment options.

Industry

Financial Wealth

Functional Area

Sales & Marketing

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office
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