Wealth Manager PCG Sales | Kolkata | Upto 20L

5 - 10 years

10 - 20 Lacs

Posted:20 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Wealth Managers / Advisors -

  • Experience in Wealth Management, Private Banking, or Broking
    A significant AUM that you currently manageStrong relationship-building skills with HNI/UHNI clienteleWorking knowledge of investment products Mutual Funds, PMS, AIF, Insurance, and more

Preferred candidate profile

Minimum 5 years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

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Genius Consultants

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