Wealth Advisor
2 days ago
Hiring for our reputed and well known client in Delhi
Job Role : Private Wealth Advisor
Experience : 3+ Years in wealth advisory
Salary : 5 LPA to 15 LPA
Job : Delhi
Roles and Responsibility
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
**Job Types**: Full-time, Permanent
Pay: ₹800,000.00 - ₹1,500,000.00 per year
**Benefits**:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
- Performance bonus
- Quarterly bonus
- Yearly bonus
**Education**:
- Bachelor's (required)
**Experience**:
- Wealth management: 3 years (required)
- Handling HNI clients: 3 years (required)
License/Certification:
- NISM VIII (required)
Work Location: In person
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