Wealth Manager Third Party Products Job in Phillipcapital (india) Pvt. Ltd
Wealth Manager Third Party Products
Phillipcapital (india) Pvt. Ltd
4+ weeks ago
- Bengaluru, Bangalore Urban, Karnataka
- Not Disclosed
- Full-time
- Permanent
Job Summary
Direct client Acquisition for all Third Party Products for their Financial Planning Responsible for building a book for AUM based products Deepening the client relationship with regular meetings and cross-selling of various investment avenues such as Mutual Funds, Insurance, PMS, Insurance and Fixed income products. Acquiring Franchises for distributing the products mentioned. Work closely with Product Team and give them inputs for the products that should be looked at in the above mentioned product under the prevailing scenario. Product wise Revenue generation Undertaking various direct and digital marketing initiatives for Brand awareness and generate new leads Responsible for promoting the online platforms available and marketing through social media platforms. Handling customers for all the inquiries related to their trades, back office and support. Minimum requirement Post graduation shall be preferable Minimum 1-2 years of experience in Sales / Advisory / Financial Planning / Insurance Should have Required NISM certification Strong communication and presentation skills Good domain knowledge and client network Sound knowledge of regulatory environments Good analytical and interpersonal skills
Qualification : Graduate
Qualification : Graduate
Experience Required :
2 to 3 Years
Vacancy :
2 - 4 Hires
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