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Urgent Hiring for Wealth Manager

3.00 to 8.00 Years   Lucknow   17 Jan, 2024
Job LocationLucknow
EducationNot Mentioned
SalaryRs 7 - 16 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,We are hiring Wealth Manager for a well-known company.Roles 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.
    • Channel - B2B/B2C
    Perks & Benefits:
    • Bi-annual appraisal program.
    • Growth in fixed CTC twice in a year with attractive quarterly incentives.
    • Compensation and Incentives: Structure is such that one can earnupto 3x of CTC
    • Below 10LPA- Bi-annual increment- based on performance- can apply not wait for a year
    • Separate petrol allowance depending on the position and location-can submit bills
    • Reimbursements; inhand(withdraw 1st month) anytime you can take out
    • 40 products
    Note: Company is going to start its own IPOLocation: Pan IndiaPackage:Depending on your current CTC and interviewThanks & Regards,Jobstation

Keyskills :
casa saleshni client handlinginvestment bankingwealth managementportfolio management

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