|
Title
|
Manager - Wealth Management
|
|
|
|
Offer Details
|
KRA’S
1 Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan.
2. Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate, bond etc. for a proper financial plan.
3. Penetration of Wealth Management or other investment product on clients portfolio.
4. Develop and maintain long term relationship with the new as well as existing customers.
5. Provide good quality customer service.
KEY COMPETENCIES/ SKILLS
A Candidate from Financial Services Industry Shall be required to get in touch with HNIs & Corporate for Selling Mutual Funds, Equity Broking & related wealth management products. Excellent Communication & prior Industry Experience is preferred
Salary: INR 5,00,000 - 7,00,000 P.A. Plus Bonuses & Variable Pay
|
|
|
|
About Us
|
The Crescore Capital™ comprising the holding company Crescore Wealth Management Services (P) ltd and its subsidiaries straddles the entire financial services space with offerings ranging from Equity, Mutual Funds, Insurance, PMS & Fixed Deposits.
Company Website-www.crescorecapital.com
|
|
|
|
Date
|
19/10/2015
|
|
|
|
|
|
|
|
|
|
|