Wealth Manager

4 weeks ago


Mumbai, India Vebotics Square Services Full time

Wealth Manager


Acquisition of Wealth Clients:

- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.

- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

- Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .

- Minimum Entry level Portfolio amount would be Rs 1 crore and above.

(ref:iimjobs.com)
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