Wealth Manager

1 week ago

Pune, Maharashtra, India VEERWAL GETWORK SERVICES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 18,00,000 per year

Urgent Hiring in top Broking as Wealth Manager

Role & responsibilities

  • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
  • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
  • Experience of advising clients across all asset classes.
  • Experience of Cross Sales PMS , AIF , Mutual Funds .
  • Candidates having good vintage in their present as well as previous companies.

Preferred candidate profile

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience :

Minimum 4 Years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

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