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Urgent Hiring For Wealth Manager- Investment Product

5.00 to 10.00 Years Hyderabad,Bangalore, Chennai, Gurugram, Pune, Mumbai City, Delhi 12 Nov, 2024

Job Location	Hyderabad,Bangalore, Chennai, Gurugram, Pune, Mumbai City, Delhi
Education	Not Mentioned
Salary	Rs 4.0 - 9 Lakh/Yr
Industry	Financial Services
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Greetings!!We are hiring forWealth Manager- Investment ProductDepartment: Investment ProductsFunction: Sales/Wealth ManagementReporting to: Cluster ManagerLocation: PAN INDIAJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. Cater to investment needs of mass affluent clients by recommending products like Mutual Funds, AIF9, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1 Years in sales/wealth management of handling the HNI clients.o Team handling experience: Not mandatoryo Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Productsif interested, you can contact on hidden_email or WhatsApp-hidden_mobile

Keyskills :
mutual fundswealth

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