Wrm nuvama pune

Opening: 50 Nos.- Job ID: 65728- Employment Type: Full Time- Reference:
- Work Experience: 2.0 Year(s) To 12.0 Year(s)- CTC Salary: 5.00 LPA TO 15.00 LPA- Function: BFSI, Investments & Trading- Industry: Banking/Financial Services- Location:

- Pune

Posted On: 08th Sep, 2023
**Roles and Responsibilities**:

- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.

**Required Profile**:

- Should have at least 4 Years of experience handling Wealth Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills. Investment Product knowledge is mandatory.

**Key Skills**:

- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund

**Company Profile**:
and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India’s largestplatforms, servicing over 2,400 of India’s -iest families as well as ~670,000 affluent and high net-worth individuals. This presently includes Investment -, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio - business, Depository participant, Debt Syndication; Securities trading and advisory. The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.