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For Employers

Wealth Manager

HTSB Buildcon Technology Opc

0 - 31 years

4 - 6 Lacs

sector 132 noida

Posted:16 hours ago| Platform: Apna logo

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Skills Required

marketing management portfolios research development connect model trading finance

Work Mode

On-site

Job Type

Full Time

Job Description

🚀 We Are Hiring – Wealth Manager Position: Wealth Manager Locations: Surat | Chennai | Baglore Experience: 2 Plus Salary: Up to ₹5 LPA Functional Area: Marketing Job Responsibilities: Acquire and manage relationships with HNI / Ultra HNI clients. Grow and maintain Assets Under Management (AUM). Advise clients on investments and manage their overall financial portfolios. Collaborate with product & research teams for investment decisions. Conduct/assist in seminars, workshops, and business development activities. Achieve targets in terms of client acquisition, business volumes & AUM. Stay updated on available investment opportunities and market trends. Periodically connect with clients to ensure satisfaction with services and returns. Review client portfolios considering market/economic changes or personal life changes. Handle key products such as PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity Trading, Commodities & Currency. Qualifications: CFP / CFA / MBA (Finance / Marketing)

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Wealth Manager