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Join @Stock Broking Company Prime Wealth Manager/Financial Advisor 15L

3 - 8 years

9 - 15 Lacs

Mumbai Suburbs Navi Mumbai Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth Product HNI Client Handling Wealth Management Portfolio Management Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear candidate, We are having an urgent requirement for the profile of Affluent Wealth Manager Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, Structured products offerings. Portfolio Management of prime customers through client visits. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidates should have experience of managing / acquiring wealth & HNI Customers. Preferred candidate profile : Min 2-3 years of work experience in wealth product sales and HNI handling. Good relationship management and service focus skills. It will be an individual role. Benifits : Provident Fund Day shift Performance bonus

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Genius Consultants
Genius Consultants
www.geniusconsultants.com

Consulting

N/A

51-200 Employees

275 Jobs

    Key People

  • John Doe

    CEO

  • Jane Smith

    Project Manager

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