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B2B -Wealth Manager
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B2B -Wealth Manager48
Applications
48
Applications
About the Job
Skills
A Financial Services Corporate with PAN India presence... specializing in Mutual Funds Distribution and Insurance Broking is hiring for B2b Sales for Its Andhri Branch, Mumbai
Key Accountabilities / Responsibilities:
• Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.
• Explaining MF Business opportunities and earnings to interested leads.
• Providing training to IFAs for Business Development.
• Preparing business plans and strategies to develop the business of IFA.
• Planning different activities to explore better business opportunities and new developments.
• Establishing strong relationships and communication with distributors
• Providing 360-degree Financial Assessment
• Formulating strategies for expanding
• Maintaining long-term relationships with existing/new clients
• Penetration of Wealth Management or other investment product on client’s portfolio.
• Develop and maintain long term relationship with the new as well as existing customers.
• Provide good quality customers Confident & Self-motivated.
About the company
Industry
Consulting Services
Company Size
10 -15 Employees
Headquarter
Mumbai
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