Urgent Wealth Manager

23 hours ago

Chennai Tamil Nadu Bangalore Karnataka, India Contactx Full time

Designation Asst Mgr Mgr Sr ManagerJob Role Wealth Manager - HNI AcquisitionExperience 2 - 5 YearsLocation Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk appetite and providing them investment options - Responsible for achieving targets as assigned by the organization on a monthly basis - Provide regular updates to the immediate superior as an when required Required Education Skill Set Knowledge - Graduate Post graduate- Experience in direct selling of financial products like Equity Mutual Fund Commodity - Derivatives sales - Candidates having AUM Asset under Management size of 20cr above and connect among HNIs will have advantage - Should have good communication presentation skills - Pleasing and positive attitude - Should be a self-starter proactive target oriented - Relationship building skills ref updazz com

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