Job Role:
Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business target.
Responsible for product penetration and increasing clients wallet share.
Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
4+ years of experience in HNI Sales, investment banking, or wealth management.
Experience in building and maintaining relationships with high-net-worth individuals and institutions.
Strong knowledge of investment products & wealth product sales.
Excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.
Should be comfortable in individual role.
Apply with updated resume at & connect on for more details.
- Experience5 - 11 Years
- No. of Openings25
- EducationProfessional Degree
- RoleWealth Management Manager
- Industry TypeBanking / Financial Services / Stock Broking
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office