Wealth Manager

Key Responsibilities:

• Address HNI clients" investment requirement through exclusive product offering and superior service delivery .
• Assist in developing and implementation marketing plans to acquire new corporate customers .
• Manage a group of HNI clients , providing financial products to meet their needs.
• Cross-sell to mapped broking clients and services to meet their needs.
• Enhance and retain customer profitability by capturing a larger share of the wallet.
• Ensure portfolio profitability by generating high income per customer.

Requirements:

• MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred.
• Proven experience in business development , portfolio performance analysis, and wealth management .
• Strong understanding of financial products, including debt, structures, equities, MFs, and fund based real estate products.
• Excellent communication and interpersonal skill to build strong relationship with HNI clients.
• Ability to work in a fast- paced environment and meet sales targets.
• Strong analytical and problem - solving skills to provide tailored solution to clients.

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

• Day shift

Experience:

• total: 1 year (Preferred)

Work Location: In person