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Partners / Preferred Wealth RMs

7 - 11 years

9 - 13 Lacs

Thane Chandigarh

Posted:9 hours ago| Platform: Naukri logo

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Skills Required

Wealth management Relationship management PMS Equity Broking revenue generations MF investment management financial portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker Location: Chandigarh,New Mumbai

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