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Dreams Solution
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Wealth Manager

Wealth Manager

Dreams Solution

2 - 5 years

|

10 - 16 Lacs

Posted:1 hour ago| Platform:

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Skills Required

wealth management hni acquisition hni sales pms mutual funds sales equity broking equity sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
Identify potential HNI customers through networking, referrals, and market research.
Develop personalized investment strategies for each client based on their financial goals and risk tolerance.
Provide expert advice on equity sales, mutual funds sales, PMS, Derivatives , AIF and other wealth management products.
Desired Candidate Profile
2-5 years of experience in HNI Sales or related field.
Strong understanding of Equity Broking, Equity Sales, Mutual Funds Sales, PMS, and Wealth Management concepts.
Excellent communication skills with ability to build strong relationships with high net worth individuals.

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