Business Development Manager Jobs in Mumbai - Menschen Consulting Pvt Ltd
Job Description
We have urgent opening for Client Engagement Partner (CEP) with one of reputed Wealth Management Company.
Location – Mumbai
Job Description:
The role will focus on meeting prospective clients & presenting the Wealth Strategy to them, eventually helping clients achieve their wealth target through investing in strategy.
Major Activities:
- Contact qualified leads to set up a meeting.
- Mark the clients as hot/ warm/ cold as per the response.
- Follow up with the client if required.
- Meet clients and create their Wealth Strategy using the Apps.
- Help clients achieve their wealth target through making them invest in wealth strategy.
- Engage client with the help of client engagement team.
Educational Qualifications and Experience:
- Must be Graduate or above.
- Experience in selling Mutual funds would be an advantage
- AMFI certified for selling Mutual fund preferred.
- MBA/any other post graduate degree preferred.
Functional and Behavioural Skills:
- Good communication skills.
- Knowledge of financial terms.