Wealth Manager

Contactx Resource Management Pvt. Ltd.

4 - 8 years

12 - 18 Lacs

kolkata chennai delhi / ncr

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Skills Required

wealth management derivatives sales hni mutual funds hni acquisition commodity sales investment products equity sales mutual fund sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Designation : Asst. Mgr./Mgr./Sr. Manager

Job Role : Wealth Manager HNI Acquisition

Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

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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