Senior Wealth Manager

Job Description

Job Specifications Profile PCG Wealth Manager Designation Assistant Manager & above PRIMARY JOB RESPONSIBILITIES Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products. Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product Min. 25-30 client candidate managing. Min AUM 5-6cr from Equity This position reports to PCG-Desk Head Academic requirements Graduate Or Post Graduate Location - Kolkata Experience - 5-12 Years Relevant experience - 5-7 Years Team handling experience - NA FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED Good Knowledge of capital market Portfolio Management Financial Planning Behavioral Skills Go get the Approach Customer Relationship Customer Satisfaction AGE GROUP PREFERRED 25—35 Years Show more Show less