Wealth Manager

Job Role : Wealth Manager

Experience : 2 to 5 years

Location : Delhi, Hyderabad, Bangalore, Chennai

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 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
• Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter, proactive & target oriented.
• Relationship building skills

If interested share your CV at [Confidential Information]