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Urgent Requirement for Wealth Manager in an Leading Securities_Mumbai,Pune

2.00 to 7.00 Years   Mumbai City   05 Mar, 2021
EaseConnect Hr Services Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 4.5 - 10 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Urgent Requirement for Wealth Manager in an Leading MNC Securities Company_Mumbai,PuneDesignation : Wealth ManagerLocation : Mumbai and PuneExperience : Min 2 yrs relevant ExperienceCTC : Upto 12Lac + Incentives (It will depend upon candidate Experience)Department : SalesRole : IndividualBackground : Banking and BrokingCandidates have to get their own cliental base.- Two meetings in a day is must.- Minimum investment ticket size is Rs 25.00 Lakhs. ( key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured , Real Estate advisory, Will creating )Roles And Responsibilities:

  • Should have good communication and presentation skill
  • Will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).
  • To Maintain client relationships and generate AUM from preferred clients.
  • To Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment
  • To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured , Real Estate advisoryCTC: Depending upon last drawn CTC and experienceInterested candidates can Mail their Resuem on hr3@securehrservices.com or Call/watsapp on 9930836895.Regards,Sania MominSr. Human Resource9930836895

Keyskills :
wealthfdsfixed income derivativeswealth managementmldmailloansctcbankingmutual fundsfinancial planningtradingfinancial performancehousesalesfinding opportunitiesbusiness developmentaifhni

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