VCap Money
Job Description
Locations Ranchi Jamshedpur Patna Bokaro Bhagalpur Dhanbad Kolkata Key Responsibilities Areas Will be responsible for managing the portfolio of the clients for providing them with better investment solutions services to facilitate easy wealth creation Direct Sales Financial Advisory Portfolio Management Investment Advisory and Wealth -Management with product experience in Mutual Fund SIP Fixed Income General Insurance and PMS Currency Commodity etc Procuring the potential clients through networking database market analysis and references Generating cross-sell revenue and doing 360 degree financial planning by wealth management Managing and improving relationship values through latest updates development in market Liaison with operations team to resolve queries and revenue generation Comply with organizational guidelines and norms Identifying acquiring developing and maintaining customer relationships Maintaining up to date knowledge of competitor activity products and services Credentials Desired Competencies for all the position Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills Two- wheeler will be required