Posted: 6 months ago
8-19 years
Delhi NCR,Delhi
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Posted: 6 months ago
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Job Description
Regional Wealth Head
Description:
- Identify and acquire new customer for CTS and lead a team of Wealth RM.
- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
- Daily tracking of targets & personal meeting with clients.
- To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc.
- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.
- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.
- To work with the retail teams in arranging worksites in the premises of Institutional clients.
Skills
BankingBFSI SalesWealth ManagementRetail BankingPortfolio ReviewIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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