Deputy Growth Manager
Mumbai – 23/08/2024
Job Title
Deputy Growth Manager
Job Location – Mumbai
About A D Naik Wealth Pvt. Ltd
Naikwealth was founded by Late Mr. Ashok Naik in the year 1989 and since more than 30 years his legacy has been carried forward by Mr. Nikhil Naik and his team of passionate people. Naikwealth has expertise in Wealth Management and was honored by the prestigious award of CNBC as the Best Independent Financial Advisor – West Zone for the year 2014-15. /16-17.
Naikwealth core purpose is ‘to empower people to move to the next level ‘and the philosophy is entirely client centric, with a clear focus on providing long term value addition to clients, while maintaining the highest standard of excellence, ethics, and professionalism.
As of now Naikwealth is managing more than 5000 families and growing successfully in this competitive Industry. Naikwealth also organizes many public seminars on the contemporary issues like Budget Analysis, Share Market, Career Guidance, how to plan investments for Child, Inflation.
Naikwealth core purpose is ‘to empower people to move to the next level ‘and the philosophy is entirely client centric, with a clear focus on providing long term value addition to clients, while maintaining the highest standard of excellence, ethics, and professionalism.
As of now Naikwealth is managing more than 5000 families and growing successfully in this competitive Industry. Naikwealth also organizes many public seminars on the contemporary issues like Budget Analysis, Share Market, Career Guidance, how to plan investments for Child, Inflation.
Key duties/responsibilities of – Deputy Growth Manager:
- Accountable for acquisition of High net worth and retail clients.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for providing Incidental advice to new clients.
- Responsible for cross selling products like Insurance, Mutual funds and so on to the existing set of customers and building depth within the existing relationships.
- Active interaction with premium clients and advising them on their portfolio and act as an interface between Naikwealth and clients.
- Dynamic monitoring of client positions and passing on investment strategies and will be responsible for clients financial goals.
- Provide regular updates to the immediate superior as and when required.
- Analyzing and researching the products offered to the clients.
Desired profile of the candidate:
1.Knowledge of financial products viz. Mutual Funds, Insurance etc. and managing people can prove to be of great help.
2. Ability to work well either alone or as part of a team.
3. Passionate about sales and extrovert, likes to meet people.
Min Experience: Fresher, Sales experience, finance background.
Max Experience: 1/2 years’ experience as a professional
Compensation Offered: As per industry standards or last drawn salary
Educational Qualifications: MBA – Marketing/Finance – Preferably CWM.
Functional Area: Sales/Financial Advisor/Wealth Management
Industry Type: FINANCE
Location: Mumbai
