Wealth Manager

Designation : Asst. Mgr./Mgr./Sr. Manager

Job Role : Wealth Manager – HNI Acquisition

Experience : 2 - 5 Years Location : Chennai, Bangalore,

Key Responsibilities & Accountabilities :  Will be responsible for primarily selling Equity based investment products.  Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.  Responsible for achieving targets as assigned by the organization on a monthly basis.  Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge :  Graduate / Post graduate  Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales.  Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.  Should have good communication & presentation skills.  Pleasing and positive attitude.  Should be a self-starter, proactive & target oriented.  Relationship building skills