Wealth Manager
- Posted 2 months ago
- Be among the first 10 applicants
Job Description
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]
More Info
About Company
Skills:
Portfolio Management Services (PMS), Mutual Funds, NISM certification for Mutual Funds and PMS
Skills:
Aif, Smallcase, Financial Services, Equity Markets, Wealth Management, Broking, PMS, Investment Advisory, NISM certification, Mba, CFA
Skills:
Equity-based investment products, Relationship management, Derivatives, Client Servicing, Equity Mutual Funds, Commodities
Skills:
modern portfolio theory , Aif, US Markets, Mutual Funds, Fixed Income instruments, asset allocation, Taxation, PMS, Domestic Equities, Estate planning, Global Equities
Skills:
, Excel, Portfolio Management, Mutual Funds, Operational Risk Management, Financial Reporting, Compliance, Private Banking, Investment Solutions, Fixed Income, Powerpoint, AIFs, PMS, Financial Advisory