Workassist
Website:
workassist.in
Job details:
Work Level: Individual
Core: Communication Skills
Leadership: Building Work Relationships
Role: Wealth Relationship Manager
Industry Type: Banking
Function: Business Development Manager (BDM)
Key Skills: Private Wealth,Wealth Head,Wealth Manager,Mutual Fund Advisor,PMS
Education: PG/ Master
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibility:
- To up sell MF products to Retail/HNI Clients as per the assigneddatabase, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling Products,enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /HNI customers Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNIClients, with in depth knowledge of Mutual Funds.
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.
We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.
For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!
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