Hiring Wealth Managers

5 - 10 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Dear Candidates,

                           Greetings 

 

Advisory and Relationship Management

. Maintaining client relationships and generate Asset Under Management (AUM)
from preferred clients.. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.. To coordinate with product and research team for taking investment decision forthe clients.


Candidate

. Good ability to analyse client data, identify trends, create lasting impressions
through impactful presentations are necessity for the job.. Candidates having experience in managing HNI clients & good Personal andVirtual meeting skills may only apply.Impeccable sales skills to handle HNI clients.. Good Sales negotiator and able to close high ticket sales. Good knowledge of Equity Markets and other Investment assets.

 

Please Feel free to Call or WhatsApp Your Resume at 9702265226

Email:- Unidus.susmita@gmail.com

 

Regards,

Susmita Boruah

9702265226

Unidus.susmita@Gmail.com

Please don't be greedy to share references ,your one reference can save my Job.

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