
Wealth Manager
4 weeks ago
Job description
Roles and Responsibilities
- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings
- Manage HNI & UHNI clients through client visits, suggest financial products to the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & retail Customers.
Required Profile
- PG - MBA/PGDM - Any Specialization with 3-4 year work experience in Wealth Management
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock Market knowledge is mandator
Perks & Benefits:
Bi-annual appraisal program
Growth in fixed CTC twice in a year with attractive quarterly incentives.
Educational Qualifications & Experience
Contact - Santosh Dogra - / email -
(P.S. We are also needing Cluster Head. Leaders with Team can contact )
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