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Senior Wealth Manager ( Nagpur )


Changeleaders.in


Location

Nagpur | India


Job description

Job Description

Sr. Wealth Manager

Exp: 5 - 10 years

Loc: Nagpur

Primary Skills: Wealth Management, Portfolio Management, HNI Client Handling, Lead Generation

Skills Required

  • Managing PL of the Region and Building up Market Share
  • Recruitment, Nurturing talent,Hand Holding
  • Reviewing team's performance for optimisation of revenues
  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products.
  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNI


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