Wealth Manager

Updated: April 17, 2024 07:41 AM GMT

Wealth Management Company

Amravati, Maharashtra

Hiring for Wealth Managers for Wealth Management company.

Job Location - Major cities in India

Salary - upto20 lpa

Roles and Responsibilities

• Catering to the investment needs of clients by providing them research-based advice

in MF, Insurance, PMS & Structured Products offerings.

• Manage clients through client visits, suggest financial products to the clients and achieve

business target.

• Responsible for product penetration and increasing client’s wallet share.

• Identifying prospective clients & acquiring new clients.

• Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile

• Should have at least 4 Years of experience handling Wealth Product Sales.

• Any Graduate / Postgraduate with relevant Experience.

• Good relationship management and service focus skills.

• Good communication and presentation skills.

• Investment Product knowledge is mandatory.

Perks & Benefits:

• Bi-annual appraisal program.

• Growth in fixed CTC... More Detail