Senior Wealth Manager

7 hours ago

New Delhi, India Leading Wealth Company Full time

Job description LARGEST WEALTH MANAGEMENT COMPANY IS HIRINGRole & responsibilitiesWealth Manager HNI Acquisition Experience : 2 - 10 Years Location : Mumbai and BangaloreKey Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate • Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. • Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. • Should have good communication & presentation skills. • Pleasing and positive attitude. • Should be a self-starter, proactive & target oriented. • Relationship building skills...

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