Wealth Manager -Leading Asset Management Company

We 're Looking for #WealthRelationshipManager for Leading Asset Management Company#Designation : Wealth Relationship Manager#JobLocation: #Pune#CTC:12-13 LPA#Experience: 4+ years in selling wealth products in Banks, Wealth Companies, Securities, Broking firms#JobDescription1. To up sell MF, PMS product to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships5. Profiling customers and provide financial products to meet customer needs6. Ensuring the highest levels of service to the client /HNI customers7. Providing Investment planning and advice8. Achieving sales and revenue targets spread across product mix9. One point contact for the assigned customer