Wealth Manager - Chennai & Bangalore

Integrated Personnel Services

2 - 7 years

5 - 10 Lacs

bangalore rural chennai bengaluru

Posted:22 hours ago| Platform:

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Skills Required

hni portfolio management pms investment advisory investment products portfolio management services hni acquisition financial advisory hni client handling wealth management direct selling financial products aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position - Wealth Manager for

Company - Registered investment advisory company

Location -

Salary -

Job Role Channel Partner DSA/Channel/Advisors Acquisition

Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices
Responsible for business development through alliances
Devise appropriate marketing and promotional strategies that lead to deliver better ROI
Set-up a team of relationship managers for acquisition of IFAs, sub-brokers

Required Talent-

3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
Pleasing and positive attitude
Should be a self-starter, proactive & target oriented.

Relationship building skills
Have handled Minimum 50lpa,portfolio of 1 clients
Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage.

Share me resume on - charvi.a@ipsgroup.co.in.

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