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2 days ago
Job Title: Senior Wealth Manager
">- Job Role: Wealth Manager
- Industry: BFSI Sales, Banking
- Location: Mumbai, Navi Mumbai, Delhi, Kolkata
Responsibilities:
- Primary selling of Equity based investment products.
- Identifying customer needs, assessing their risk appetite and providing them investment options.
- Achieving targets as assigned by the organization on a monthly basis.
- Providing regular updates to the immediate superior as an when required.
Qualifications:
- Graduate or Postgraduate degree in any field.
- Experience in direct selling of financial products like Equity Mutual Funds, Commodity Derivatives sales.
- Candidates having AUM (Asset Under Management) size of 20cr above and connect among HNIs will have advantage.
- Good communication, presentation skills are essential.
- Pleasing and positive attitude with self-motivation.
- Relationship building skills.
This is a challenging role that requires strong networking skills, ability to build long term relationships with HNIs and experience in wealth management.
If you are passionate about helping high net worth individuals achieve their financial goals, this could be the perfect opportunity for you.
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