Wealth Manager/Senior Wealth Manager/AVP

4 weeks ago

Gurgaon, Haryana, India Anveta Full time

Position Name: Wealth Manager/Sr. Wealth Manager/ AVP-Wealth Management

Job Description:

1. Candidate will be responsible for Wealth Management Advisory.

2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.

3. Provide customized solutions to the clients by evaluating their risk assessment and financial needs.

4. Acquisitions of new clients and re-activation of existing clients by selling wealth management products.

5. Ensuring customer satisfaction by customized and efficient support.

6. Innovating and exploring new products from time to time to achieve acquisition and revenue targets.

7. Focus should be on AUM.

Job requirements:

8. Required experience in Third Party Product & Distribution / Wealth Management exclusively.

9. Self-motivated, dynamic, target oriented & goals achiever who can work independently.

10. Should possess excellent communication skills & presentation skills.

11. Should be open to change and work in a healthy atmosphere.

(ref:iimjobs.com)

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