Senior Wealth Manager

About The Job

Job Type : Full Time

Role : Experienced

Min Salary : 5 Lakh

Max Salary : 12 Lakh

Experience : 2 to 7 Yrs

Locality : Gurgaon

Eligibility : Masters / Post Graduation

Company : Private Limited Bank

(*Note: This is a requirement for one of the Workassist Hiring Partner)

Our hiring partner is looking for:

This is a full-time on-site role located in the Greater Kolkata Area. As a wealth Manager (Sr. Manager), you will be responsible for managing sales within a designated area, including building and maintaining client relationships, identifying new business opportunities, and achieving sales targets. You will also oversee a team of sales representatives, provide guidance and support, and ensure the effective implementation of sales strategies.

• Revenue Generation : Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Act as a dedicated single point of contact / trusted advisor for 80-100 / HNWI client relationships
• Portfolio management
• Review individual account relationships to determine the banking and investment needs of clients
• Identify the risk profile of the customer
• Identify potential investment products for clients
• Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice

About Workassist

Workassist is an online recruitment and employment solution provider in India. We offer a platform that connects job seekers with relevant jobs across different industries and experience levels. Leveraging technology through e-recruitment, we provide employers with relevant profiles and job seekers with the best opportunities. Workassist works with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal to help them recruit emerging talent.

With the ability to adapt to the new normal, Workassist assists job seekers in finding the best opportunities and employers in sourcing the best talent from around the world. Visit our website for a seamless job search experience.

(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!