Wealth Manager Vadodara / Baroda (HNI, ultra HNI Sales)

Department- Wealth Management

5 Days work form office

timings : 10AM-7 : 00 PM

Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook)

Beneficial Computer Skills -MF Utility Software, Investwell Software or such other MF CRM Software and back office management software

Primary Responsibilities

• Business Development and Relationship Management in Wealth Management.
• Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.
• Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
• Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
• Be active in developing new business for Wealth Management Team.
• Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
• Maintaining a good rapport with new clients so as to get good business and more referrals from them.
• Giving solutions to clients for any financial need with regards to wealth management.
• Reaching out to prospective clients using web based search and self sourcing.

Skills Required

Microsoft Office Applications