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Wealth Manager

7.00 to 12.00 Years   Noida   04 Jun, 2023
RAINA INFOVISION PRIVATE LIMITED
Job LocationNoida
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Location : DelhiCTC : 15 LPANote: You need to check with the candidates about their AUM size and Client size.Job Description of Wealth Manager1. Accountable for acquisition of High net worth clients2. Responsible for activation of trading accounts of clients, assisting new entrants in the equitymarket on the fundamentals of the market.3. Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New andExisting set of customers and building depth within the existing relationships4. Responsible for achieving targets as assigned by the organization on a monthly basisExperience : Experience in Selling of Financial Products ,Experience in handling HNI & UHNI clientsand Experience of Selling MF and Other Third party Structured Products.

Keyskills :
wealth management serviceswealth management

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