Senior Wealth Manager
3 weeks ago
Roles & Responsibility:
Private Wealth Manager
Full-Time
- Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
- Promote Focus Product of the month.
- Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
- Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.
- Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
- Min. 25-30 client candidate managing.
- Min AUM 5-6cr from Equity
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Senior Wealth Manager
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AVP/VP Wealth Management
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Senior Wealth Manager
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Wealth Management
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Kolkata, India Emkay Global Financial Services Ltd Full timeJob descriptionJob Responsibilities__________________________________________________________________________________Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure...
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