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Wealth Manager || Broking Companies

5 - 10 years

7 - 17 Lacs

Pune Bengaluru Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth manager Mutual Funds Private Banking Premier Banking Portfolio Management Services Cross Sales Portfolio Premier Wealth Management HNI Sales Ultra Hni PMS Private Wealth Aif Investment Products Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile Qualifications : An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797 Please find the google form for applying on this job. https://forms.gle/2oL4RDyvcgLetbgZ7

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