Wealth Manager HNI Acquisition-PMS- AUM

1 week ago

Kolkata Mumbai Pune, India Contactx Resource Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Fastest Growing Portfolio & Investment Management Company is hiring in large numbers across India

Please send your cv on /

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Role & responsibilities

Asst. Mgr./Mgr./Sr. Manager

Job Role : Wealth Manager HNI Acquisition

Key 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.

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