Job Role: Wealth Manager HNI Acquisition

Experience: 3 - 7 Years

Location: Hyderabad

Employment type: Full-time, 5 days WFO

Key Responsibilities & Accountabilities:

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 PMS and Advisory
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

Wealth Manager