Posted:19 hours ago|
Platform:
On-site
Full Time
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
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