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VEERWAL GETWORK SERVICES PRIVATE LIMITED
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Private Wealth Manager - Broking

Private Wealth Manager - Broking

VEERWAL GETWORK SERVICES PRIVATE LIMITED

5 - 10 years

|

5 - 9 Lacs

Posted:6 hours ago| Platform:

Apply

Skills Required

wealth management revenue generation ms excel business development investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Responsible for business development through acquisition of high net worth clients.
Provide regular updates to the immediate superior as and when required
Mandatory numbers of meetings with clients to keep them updated with the current market scenario

Preferred candidate profile

Educational Qualifications: Graduation Post Graduation in any discipline
Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
IT Skills: MS Office MS Excel AMFI IRDA (Certification)

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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