Cogniz Capital Pvt Ltd jobs - Wealth manager

Wealth Manager

Cogniz Capital Pvt Ltd
experience Fresher
salary 1,80,000 - 2,50,000 Per Year
qualification
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Posted: 5 Years ago
Views: 11
Applications: 0
Openings: 5

Job Description

Job Description
  • Maintain and develop good customer relationship (either personal contact or meetings or via telephone etc.)
  • Display efficiency in gathering market and customer information to enable negotiations regarding variations in product offering, delivery and customer specifications to their managers.
  • Help management in forthcoming Banking/Financial products and discuss on special promotions
  • Review their own performance and aim at exceeding their targets, by offering Investment & retail-finance product
  • Record sales and customer feedback information and report the same to the Regional Head.
  • Wealth Manager will have to handle Product Training, Product development & acquire Clients to generate business for Financial services, Loans, Private Wealth Management , Equity & Investment Services in B2B Segment.
  • They will also make market campaigns to tap Corporate Clients & SME
  • They should be ready to work in any location/any time in Hyderabad.
  • Increments are given in 6 Months followed with Promotion to the Level of Branch Manager
  • Able to explain/translate Financial Services , Loans , Private Wealth Management and/or investment products in a clear and organized manner
  • Supports organization policy and process improvement and identify new opportunities.
  • Strong interpersonal skills, Planning ,self-confidence, professional demeanor
  • Must have zeal for sales, travel, have a 2-Wheeler & energy to convert plans into results.

Job Particulars

Role Others
EducationMBA/PGDM
Who can applyFreshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id142755
Job Category MBA
StateTelangana
Country India

About Company

.About Cogniz Capital Pvt Ltd.About Cogniz Capital Pvt Ltd

COGNIZ CAPITAL PVT LTD, started in 2012 is a leading Equity Research Co, Wealth Management & Finance Co. with presence in 4 cities, Rs.200+ Crore Investment Asset Under Management & more than 10,000 client base.

Cogniz Capital deals with multi - disciplinary business of Investment - Banking, Stock Market , Equity Research, Structured Financial Products, Loans, & Wealth Advisory.  We are one the Leading National partner for Kotak Mahindra Bank, Aditya Birla Money – Stock Exchange , TATA Finance and L&T Finance .

We are into investment – banking & offer Specialized Services like Structured Finance, Wealth Management, Financial Planning through a highly qualified & Experienced Team of employees.

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