Assistant Manager/Manager/Senior Manager - Wealth Manager - HNI Acquisition

2 - 6 years

Pune

Posted:7 months ago

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Job Description

Role Overview: As a Wealth Manager - HNI Acquisition, your primary responsibility will be to sell Equity based investment products. You will need to identify customer needs, assess their risk appetite, and provide suitable investment options. Achieving monthly targets set by the organization is crucial, along with providing regular updates to your immediate superior. Key Responsibilities: - Sell Equity based investment products to clients - Identify customer needs and assess their risk appetite - Achieve monthly targets set by the organization - Provide regular updates to your immediate superior Qualification Required: - Graduate or Post graduate - Experience in direct selling of financial products like Equity, Mutual Fund, Commodity, Derivatives sales - Candidates with an AUM (Asset under Management) size of 20cr & above and connections among HNIs will have an advantage - Good communication and presentation skills - Pleasant and positive attitude - Self-starter, proactive, and target-oriented - Strong relationship building skills Role Overview: As a Wealth Manager - HNI Acquisition, your primary responsibility will be to sell Equity based investment products. You will need to identify customer needs, assess their risk appetite, and provide suitable investment options. Achieving monthly targets set by the organization is crucial, along with providing regular updates to your immediate superior. Key Responsibilities: - Sell Equity based investment products to clients - Identify customer needs and assess their risk appetite - Achieve monthly targets set by the organization - Provide regular updates to your immediate superior Qualification Required: - Graduate or Post graduate - Experience in direct selling of financial products like Equity, Mutual Fund, Commodity, Derivatives sales - Candidates with an AUM (Asset under Management) size of 20cr & above and connections among HNIs will have an advantage - Good communication and presentation skills - Pleasant and positive attitude - Self-starter, proactive, and target-oriented - Strong relationship building skills

Skills Required

direct selling financial products equity commodity communication skills presentation skills relationship building mutual fund derivatives sales asset under management hnis

Work Mode

On-site

Job Type

Full Time

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