Wealth Manager- PMS / HNI/ UHNI

Contactx Resource Management

6 - 11 years

14 - 18 Lacs

hyderabad

Posted:1 day ago| Platform:

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Skills Required

wealth management portfolio management services aif mutual funds

Work Mode

Work from Office

Job Type

Full Time

Job Description

One of the fastest growing AIF/ PMS Company hiring in large numbers

Please call on 9412501851 / 8859766816 / 8789151182 / 9833535449

send cv om rm@contactxindia.com

Key Responsibilities:

Will be responsible for primarily selling Equity based investment products.
B2C Sales Open Market Self Sourcing PMS Experience should be must
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Provide regular updates to the immediate superior as and when required.

Required Education, Skill Set & Knowledge :

Graduate / Post graduate
Experience in direct selling of financial products like PMS/ Mutual Fund/Commodity/ Derivatives sales.
Candidates having AUM (Asset under Management) size of 20cr & above and connecting among HNIs, will have advantage.
Should have good communication & presentation skills.
Pleasing and positive attitude.
Should be a self-starter, proactive & target oriented.
Relationship building skills

Preferred candidate profile

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