Wealth Manager - Chennai / Pune/ Delhi / Mumbai
Wealth Manager - Chennai / Pune/ Delhi / Mumbai
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Job Description
Position: Asst. Mgr./Mgr./Sr. Manager
Location: Pune / Chennai
Role Overview:
Designation : Asst. Mgr./Mgr./Sr. Manager
Job Role : Wealth Manager HNI Acquisition
Experience : 2 8 Years
Location : Chennai Pune Mumbai Delhi
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 monthly.
Provide regular updates to the immediate superior as a when required.
Required Education Skill Set & Knowledge :
Graduate / Postgraduate
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 selfstarter proactive & target oriented.
Relationship building skills
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
