Wealth Manager

Business Development role in Financial Industry

7 - 8years Bengaluru / Bangalore,Chennai

Not Disclosed

Skill : Business Development

Job Description :


Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
To achieve budgeted targets in terms of number of clients/volume of business & assets.
Update themselves on available investment opportunities/financial market trend 
Periodic contact with clients to review their investment needs based on dynamics of market and customer profile
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports 
Ensure profitability of the portfolio: Generate high Income per Customer

Other Details :
Department: Sales / BD
Industry : FMCG
Roles : Manager

Recruiter Details :
Company Name : FAST FORWARD
Company Description : Fast Forward is founded by seasoned professionals with experience and exposure to management systems in various disciplines. We leverage our experience in providing valuable knowledge support, Human Resource Management, and Marketing Solutions. The company has been functioning as a trusted partner for its clients from diverse verticals. We add value to the client by analyzing the problem, set out objectives and implement business solutions.
Email : fastforwardchennai@gmail.com

Posted by: 04-12-2018