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Wealth Manager

Wealth Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Aakansha Tailor Freelancer

4 - 9 years

6 - 13 Lacs

kota lucknow delhi / ncr

Posted:None| Platform:

Apply

Skills Required

wealth manager wealth management portfolio management mutual funds pms hni acquisition hni client handling aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

4 to 9 years

Position

Location

Key Responsibilities

Acquire and manage HNI clients and grow AUM
Promote third-party financial products such as MF, PMS, AIFs, Bonds, etc.
Leverage digital marketing tools for product visibility
Develop marketing strategies in line with business goals
Conduct market research and prepare performance reports

Ideal Candidate Should Have

Strong communication and interpersonal skills
A proven track record in financial product sales
Familiarity with digital marketing tools and strategies
Mandatory NISM certification

If this sounds like the right fit for you or someone you know, wed love to connect.

Thanks & Regards

Aakansha

More Jobs at Aakansha Tailor Freelancer

Wealth Manager

kota, lucknow, delhi / ncr

4.0 - 9.0 yrs

INR 6 - 13 Lacs

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Wealth Manager