Training Institutes in Hyderabad

Wealth Manager In A Leading Banking & Financial Company

Job Details

Cogniz Capital

Hyderabad, Hyderabad

Sales / BD


Wealth Manager are responsible for the maximization of sales for the company’s products. They shall help in the turnover of sales and provide data’s regarding changes required in the product to meet customer standards. They will reach towards the customer directly & manage healthy relationship for maximum Sales Conversion. Wealth Manager will visit client Appointments fixed by the Zonal Call Center.
•Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc.
•Display efficiency in gathering market and customer info 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.
•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 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.
•Review their own performance and aim at exceeding their targets, by offering Investment & retail-finance products.



Fresher - 1 yr

Any Graduate / Post Graduate

Microsoft Office,

•Strong Communication skills with strong business related knowledge.
•The ability and desire for sales job with a confident and determined approach.
•Highly self motivated and ambitious in achieving targets
•Should possess the skill to work both in team and also perform independently.
•Should be capable of thriving in the competitive markets.
•Should be flexible in time management , product presentation skills, Client Servicing.
•The candidate should have some work experience in facing the customers.

Other Information

1,75,000 - 2,20,000

COGNIZ CAPITAL PVT LTD , started in 2012 is Headquartered at Hyderabad & currently deals with multi - disciplinary business of Investment - Banking , Equity , Loans ,Wealth Advisory. We are channel partner for Banks & NBFC like:- Kotak, HDFC, Tata Finance. We are into investment – banking & offer Specialized Services like Structured Finance, Wealth Management, Alternate Asset Management & Financial Planning through a highly qualified & Experienced Team of 70 employees. The Directors collectively hold more than 20+ Years of Experience into Service Industry, Finance, Construction, Tax Advisory, Equity Research, Wealth Management & Financial Advisory. We have been into the service industry for some time now & have scalable capacity to distribute Financial Products to various portfolio of customers & well diversified network build over the past few years.

Our Head-Office is situated in Begumpet ,one of the prime location in Hyderabad surrounded by big corporate Groups like Sriram , Tata Projects , Mahindra & Mahindra , Godrej , Pirmal, Dr Reddy Lab, etc & HNI clients , which makes the accessibility easy for our corporate team to attract long term business from these Groups . We at present work with a team of 70 people with varied educational background, experience & have 2 Office at Hyderabad & Bhubaneshwar

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