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Wealth Manager

Connect2job Hr Consultancy Services

2 - 7 years

|

5 - 15 Lacs

Posted:None| Platform:

Apply

Skills Required

communication skills relationship building convincing power networking skills presentable

Work Mode

Work from Office

Job Type

Full Time

Job Description

About Greenedge

Acquire & manage investments relationship of clients in Wealth (Retail, HNI, Ultra HNI) space.
Identify customer needs, assessing their risk appetite and providing them investment options.
Cross sell products & offerings based on the needs of the client to increase the wallet share.
Engaging clients through regular and periodic portfolio updates and reviews.
Candidates from leading private sector banks and with existing books, will be preferred.

Skills Required:

Candidates should have 2-5 years of sales experience in direct selling of financial products like Equity/ Mutual Fund/ PMS / AIFs / Insurance / Fixed Deposits etc.
Should have good communication, presentation skills and analytical skills.
Should be a self-motivated proactive & focused.
Should have good networking and relationship building skills.

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