▷ High Salary: Wealth Manager

2 weeks ago


Mumbai, India PINC Wealth Full time
We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.

Scope of Role

· Responsible to identify and cultivate prospects and/or client needs, assessing their risk appetite and providing them investment options.

· Should Initiate and follow up on new business opportunities

· Should Leverage the organization’s relationship with existing clients by developing and executing proactive, creative, and ongoing contact initiatives

· Assists in the development and launching of new products

· Ensure that the product and sales materials are always updated and focused for the applicable presentation and opportunity

· Works closely with the PINC team members to further develop sales opportunities

· Responsible for achieving targets as assigned by the organization.

Knowledge & Skills Required

Post graduate with relevant work experience in Banking/NBFC, Investment/Wealth Management or Financial Services is preferred.

- NISM Certification mandatory

· Should have the ability to explain complex information, be confident, and have good sales and negotiation skills.

· Should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

· Excellent Inter personal skills and ability to work across departments and ability to drive results without hierarchical reporting

· Need to have good communication skills, be very approachable and should have the ability to maintain good rapport with Clients and all stakeholders.
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