Hiring Wealth Manager For Finical Services

5 - 10 years

15 - 30 Lacs

new delhi chennai mumbai (all areas)

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt

Equity, NCDs, Bonds, Corporate FDs AIF.

  • Asset allocation, financial planning and risk management according to client risk profile.
  • Acquiring New Clients, activation of inactive clients, client retention.
  • 360-degree Financial planning of HNI, UHNI and Corporate clients
  • Analyzing Risk profile of clients and pitching the right product.
  • Selling various third party financial products of all AMC & companies like Mutual funds, Fixed

deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.

  • Successfully developing and maintaining clients relationship
  • Understanding capital market scenarios and knowledge of Wealth.
  • Managing and building financial relationship with new HNI clients and Corporates, build

portfolios of HNI clients.

  • Competitive landscape understanding (Competitor activity, new product development).
  • Sales promotions to increase client base
  • Client servicing.

The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and

Corporate Treasuries, Good knowledge of financial products, superior Communication skills and

providing best financial solution.

Excellent communication skills and negotiation ability will be key; must be comfortable with

ambiguity and the demands that naturally arise from rapid growth.

Contact Person- 9035603611 , 9674535122

You can share your Cv's over the mail- prateeti.jobsterritory@gmail.com

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