Job in Chennai for Wealth Manager
Wealth Manager in Chennai
Wealth Manager
3 - 6 Years
₹ 3 LPA - 5 LPA
Full Time
Beats Jobs Pvt Ltd Chennai
Sales Planning, Sales Officer, Sales Manager, Field Sales, Sales Executive Activities, BFSI, Direct Sales, Field Execution, Insurance Claims, Mutual Funds, Wealth Management, Wealth Management Services
Job Description
Company Nature: Financial Services Firm
Designation: Sales Manager- B2B and B2C Sales/ Wealth
Manager - B2B and B2C Sales
Qualification:
•Graduate/Post Graduate (Graduation is mandatory and Post Graduate will be
preferable)
Experience:
• Complete 3- 6 years of varied experience in different financial
product sales in the BFSI industry is desired.
•Candidates having good experience (complete 3-6 years) in Sales of
particular financial product like Mutual Funds or say Insurance or any other
fin. products, then they are also welcome to apply.
Location: T. Nagar, Chennai
Work Timing: Mon to Friday – 9.30 to 6.30 / Saturday depend
upon the Business head (Officially – 10 to 2)
Salary (CTC): As per the norms
Role & Responsibilities:
• Design
goal-based investment strategy plans.
• Execute
Financial Planning for clients and responsible for final sales.
• Review/
Research and Recommend Financial products.
• Implementation
of Client Financial Plans and rebalancing strategies.
• Emailing
clients on a weekly basis and curating content for emails.
• Calling
clients from leads and nurturing them by calling.
• Sales
of all Financial products will have to be undertaken – Cross-selling of all
products will be involved
• Need
to maintain relations with his clients and with the team members.
Key Skills
• Sales
• Sales Strategy and Execution
• B2B Sales
• B2c Sales
• Wealth Management
• Portfolio Management
• Results focussed and Results Oriented
• Must be smart, fast-paced, dynamic, self- starter, self-
motivated, proactive and have analytical skills.
Perks and benefits
• Performance Bonus and growth opportunities
How many days of Work: 5 Days
Incentive System (If Applicable):Based on company standard
Added Language:
• Should have excellent communication skills – Spoken and Written English, local language (Tamil) and Hindi
Job Overview
Industry
OtherGender
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