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Rekrut India logo

Wealth Manager - Chennai, Mumbai, Pune, Jammu

3 - 8 years

10 - 20 Lacs

Pune Chennai Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

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Skills Required

wealth Private Banking Mutual Funds Priority Banking MF Private Wealth HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to clients on their investment portfolios. - Assist in the preparation of client presentations, reports, and other documentation. - Meet and exceed sales targets and other performance metrics. Preferred candidate profile Bachelors degree in finance/marketing, Business, or related field (MBA preferred). - Proven experience (3+ years) in mutual fund sales, wealth management, or financial services. - Strong knowledge of mutual funds, investment strategies, and financial markets. - Excellent communication and interpersonal skills to build and maintain client relationships. - Client-focused with a strong ability to understand and address clients financial goals. - Results-driven with a passion for achieving sales and business development goals. - Ability to work independently and as part of a team.

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Rekrut India
Rekrut India
www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

197 Jobs

    Key People

  • Amit Tiwari

    Founder & CEO

  • Priya Sharma

    Chief Operating Officer

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