Wealth Manager- PMS

1 day ago


Bengaluru, Karnataka, India Contactx Resource Management Full time

One of the fastest growing AIF/ PMS Company hiring in large numbers

Please call on / / /

send cv om

Key Responsibilities:

  • Will be responsible for primarily selling Equity based investment products.
  • B2C Sales Open Market Self Sourcing PMS Experience should be must
  • 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 and when required.

Required Education, Skill Set & Knowledge :

  1. Graduate / Post graduate
  2. Experience in direct selling of financial products like PMS/ Mutual Fund/Commodity/ Derivatives sales.
  3. Candidates having AUM (Asset under Management) size of 20cr & above and connecting among HNIs, will have advantage.
  4. Should have good communication & presentation skills.
  5. Pleasing and positive attitude.
  6. Should be a self-starter, proactive & target oriented.
  7. Relationship building skills

Preferred candidate profile



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