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Affluent Wealth Manager

Affluent Wealth Manager

Veerwal Getwork Services

3 - 8 years

10 - 15 Lacs

Pune Ahmedabad Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

Sales Wealth Management Mutual Funds HNI Sales PMS WEALTH MANAGER UHNI bonds HNI Client Handling Revenue Generation Aif

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 3+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

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