Senior Wealth Manager

Job description

LARGEST WEALTH MANAGEMENT COMPANY IS HIRING

Role & responsibilities

Wealth Manager HNI Acquisition

Experience : 2 - 10 Years

Location : Hyd/Bang/Mumbai

Key Responsibilities & Accountabilities :

Will be responsible for primarily selling Equity based investment products.

Responsible for identifying customer needs, assessing their risk appetite and providing them

investment options.

Responsible for achieving targets as assigned by the organization on a monthly basis.

Provide regular updates to the immediate superior as an when required.

Required Education, Skill Set & Knowledge :

• Graduate / Post graduate
• Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/
• Derivatives sales.
• Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter, proactive & target oriented.
• Relationship building skills...