Wealth Manager - HNI Acquisition Contactx Resource Management Pvt. Ltd.

2.0 - 5.0 years

13 - 16 Lacs

chennai, jaipur, bengaluru

Work from Office

Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi 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 Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills

Posted Date not available

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Wealth Manager Contactx Resource Management Pvt. Ltd.

4.0 - 8.0 years

12 - 18 Lacs

kolkata, chennai, delhi / ncr

Work from Office

Designation : Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager HNI Acquisition Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi 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 Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills

Posted Date not available

Apply

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