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Branch Location :
Requirement for Client Relationship ExecutiveBack
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Desired Candidate Profile:
JD for Client Relationship Executive
Department: Sales and Marketing
Location: Mayur Vihar, Delhi (Corporate Office) and Greater Noida Branch (Alfa 1)
Reporting to: Departmental Head
No. of Vacancies: 2
CTC: Rs.2, 16,000 to Rs. 2, 60,000/-p.a.
Job Responsibilities:
Responsible for client acquisition for financial products specifically opening demat accounts and to handle other financial products like PMS, Wealth Management, National Pension Scheme, Insurance etc.
Responsible for guiding clients in their financial planning and to advise best financial product as per their requirement.
Responsible for generating leads through telephonic conversation or referral and to convert the lead.
Active participation in business meetings to plan sales and marketing strategies.
To handle documentation of clients as per regulation.
Responsible for Client Retention.
Job Specifications:
Excellent Communication skills.
Good Interpersonal skills.
Target oriented.
Must be at least post graduate (MBA with specialization in Marketing or Finance).
Knowledge of Financial products.
Must have own Conveyance.
For Corporate profile, Visit our website www.elitewealth.in
No. of Vacancy: 2 Job Location: Mayur Vihar, Delhi & Greater Noida Elite Wealth Advisors Limited Company Profile Elite Wealth Advisors Limited, more popularly known as Elite Wealth, is one of today’s a wealth advisory and financial services based out of Delhi. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas. Its strength lies in its customer-centric approach and a firm commitment to make your money work for you. Elite Wealth is affiliated with the best in the industry – right from the SEBI,NSE, BSE,MCX to CDSL, NSDL, IRDAI and FMC etc. These affiliations prove our worth in the market and make Elite Wealth a name to reckon with. Our success has been built on the highly individualized nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Our depth of knowledge and wealth of experience enables us to cater to all types of investors. Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions. |
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