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Hiring Wealth Managers

Fresher   Chennai, BangaloreBangalore, Hyderabad   08 Oct, 2025
Unidus Services
Job LocationChennai, BangaloreBangalore, Hyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BDInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Dear Candidates,GreetingsAdvisory and Relationship Management. Maintaining client relationships and generate Asset Under Management (AUM)from preferred clients.. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.. To coordinate with product and research team for taking investment decision forthe clients.Candidate. Good ability to analyse client data, identify trends, create lasting impressionsthrough impactful presentations are necessity for the job.. Candidates having experience in managing HNI clients & good Personal andVirtual meeting skills may only apply.Impeccable sales skills to handle HNI clients.. Good Sales negotiator and able to close high ticket sales.Good knowledge of Equity Markets and other Investment assets.Please Feel free to Call or WhatsApp Your Resume at hidden_mobile Email:- hidden_emailRegards,Susmita Boruahhidden_mobilehidden_emailPlease dont be greedy to share references ,your one reference can save my Job.

Keyskills :
client aquisitionnew client acquisitions

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