Manager - Wealth Management Group Way2Wealth Brokers Pvt. Ltd.
Way2Wealth Brokers Pvt. Ltd.
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Maharashtra
Skills: relationship building, Cross Selling, Insurance, Wealth management, Investment advisory, Asset Allocation, risk assessment, Sales Promotion, marketing, Treasury Debt Products, ROI Generation, Service Solutions, Market Trends Analysis, MI Management Information
About Way2Wealth Brokers Pvt. Ltd.
Job Description
To acquire and build relations with Retail/ Ultra High Net worth, and Corporates customers. Cross selling insurance and other wealth management products advising various Treasury related Debt products to the Corporates & SMEs Advise Corporate / Promoters / HNI clients on various investments opportunities available in the market and help them to generate a high ROI (Return On Investment) To provide end-to-end service solutions to existing customer relationships on a pro-active manner To educate all segments of customers with various investment avenues available primarily with investing products avenues and to provide high quality advise to them on their assets allocation To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers Conceptualize & implement sales promotional plan through various marketing channels Updating customers on the changes of trends on the business landscape Continuous up-dation of the MI,