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VEERWAL GETWORK SERVICES PRIVATE LIMITED
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Wealth Manager - Broking Companies

Wealth Manager - Broking Companies

VEERWAL GETWORK SERVICES PRIVATE LIMITED

4 - 9 years

|

2 - 6 Lacs

Posted:6 hours ago| Platform:

Apply

Skills Required

wealth management hni sales cross sales broking marketing relationship management private banking pms client acquisition portfolio management hni client handling financial planning wealth management mutual funds

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

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.

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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