Wrm nuvama pune

Opening: 50 Nos

• Job ID:

Employment Type:

Full Time- Reference:
Work Experience: 2.0 Year(s)

To 12.0 Year(s)- CTC Salary: 5.00 LPA TO 15.

00 LPA- Function: BFSI, Investments & Trading- Industry: Banking/Financial Services- Location:

• Pune

Posted On: 08th Sep, 2023

Roles and Responsibilities:

• Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
• Manage clients through client visits, suggest financial products to the clients and achieve business targets.
• Responsible for product penetration and increasing client's wallet share. Identifying prospective clients & acquiring new clients.

Required Profile:

• Should have at least 4 Years of experience handling Wealth Product Sales.
• Any Graduate / Post Graduate with relevant Experience.
• Good relationship management and service focus skills.
• Good communication and presentation skills. Investment Product knowledge is mandatory.

Key Skills:

• Wealth Manager
• Hni Acquisition
• Portfolio
• Portfolio

Management

• Mf
• Bonds
• Fd
• Fixed Deposits
• Mutual Fund

Company Profile:

and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India's largestplatforms, servicing over 2,400 of India's -iest families as well as ~670,000 affluent and high net-worth individuals.

This presently includes Investment -, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio - business, Depository participant, Debt Syndication; Securities trading and advisory.

The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.

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