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Affluent Wealth Manager

2.00 to 6.00 Years   Kochi,Other Kerala   01 Mar, 2025
Job LocationKochi,Other Kerala
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Dear candidate,We are having an urgent requirement for the profile of Affluent Wealth ManagerRoles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, Structured products offerings. Portfolio Management of prime customers through client visits. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidates should have experience of managing / acquiring wealth & HNI Customers.Required Profile: Min 2-3 years of work experience in wealth product sales and HNI handling. Good relationship management and service focus skills. It will be an individual role.Perks & Benefits: Switch off Policy Growth in fixed CTC with attractive incentivesJob Type: Full-timeBenefits: Provident FundSchedule: Day shiftPerformance bonusApplication Question(s): What is your current CTC and expected CTC Work Location: In person,

Keyskills :
EquityInsuranceStructured productsPortfolio ManagementClient Acquisition

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