Mar 15, 2020
Job Posting Date:
Nov 15, 2019
Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products.
Strong Life Insurance exposure with Hands on experience in Distribution/ Agency Development
The person will be responsible for handling the team of Wealth & Relationship Managers independently and responsible for all matters relating to Zone / State, i.e, business development and book building in Wealth Management, motivate & drive the team towards defined Business Goals & achievement of business plans, including IFA recruitments and client & corporate acquisitions.
Provide market information on Wealth Management/ Portfolio Management Service/ Portfolio Evaluation Services.
Ensure adherence to all processes laid down by the company.
Maintenance of statutory timings, discipline, etc. as per the guidelines and compliance