Wealth Forum TV

Dealing Room Offers

Category	Jobs

Name	Manleen Kaur

Company Name	Crescore Wealth Management Services Pvt ltd

City & State	New Delhi

ARN Number	32972

Email ID	careers@crescorecapital.com

Mobile No	8826450088

Title

Sr Manager

Offer Details

KRA’S 1 Acquisition of HNI, Ultra HNI clients and Retail Clients : Preparing & execution of Financial plan. 2. Advising the client for making the Investment into financial Products like equity, pms, insurance, mutual fund, fixed deposit, real estate, bond etc. for a proper financial plan. 3. Penetration of Wealth Management or other investment product on clients portfolio. 4. Develop and maintain long term relationship with the new as well as existing customers. 5. Provide good quality customer service. KEY COMPETENCIES/ SKILLS A Candidate from Financial Services Industry Shall be required to get in touch with HNIs & Corporate for Selling Mutual Funds, Equity Broking & related wealth management products. Excellent Communication & prior Industry Experience is preferred CTC Range 7-10 LPA +Variable+Yearly Bonus

About Us

The Crescore Capital™ comprising the holding company Crescore Wealth Management Services (P) ltd and its subsidiaries straddles the entire financial services space with offerings ranging from Equity, Mutual Funds, Insurance, PMS & Fixed Deposits.

Date

17/10/2015