Prognosis Financial

Current Opening:- #WealthManager Minimum Exp:- 2 years Salary:- No bar for right candidates Roles & Responsibilities:- -Manage HNI/Ultra-HNI clients with tailored investment strategies. -Drive revenue via cross-selling wealth products (MFs, SIPs, Bonds, Insurance, PMS, AIFs, Loans). -Acquire Demat/Trading clients and provide market research & advisory support. -Create and monitor personalized financial plans, adjusting to market trends. -Conduct investor meets, awareness programs, and business reviews for client growth. Preferred Candidate Profile:- -Excellent communication, presentation & networking skills. -Strong knowledge of wealth management, markets & regulatory norms. -Proven track record with HNI/private wealth clients. -Digital-savvy, leveraging social media for client acquisition. -NISM certified (preferred), open to travel, with a client-first approach. Company Location:- Address: 1205, 12th Floor, New Delhi House, 27, Barakhamba Road, Connaught Place, New Delhi, India Website: - www.prognosisfinancial.com, Contact No. 8799707048 / 8586803629 / 8178969245 Email: - hr@prognosisfinancial.com