Posted:18 hours ago|
Platform:
On-site
Full Time
Current Opening:- #WealthManager
Minimum Exp:- 2 years
Salary:- No bar for right candidates
-Manage HNI/Ultra-HNI clients with tailored investment strategies.
-Drive revenue via cross-selling wealth products (MFs, SIPs, Bonds, Insurance, PMS, AIFs, Loans).
-Acquire Demat/Trading clients and provide market research & advisory support.
-Create and monitor personalized financial plans, adjusting to market trends.
-Conduct investor meets, awareness programs, and business reviews for client growth.
-Excellent communication, presentation & networking skills.
-Strong knowledge of wealth management, markets & regulatory norms.
-Proven track record with HNI/private wealth clients.
-Digital-savvy, leveraging social media for client acquisition.
-NISM certified (preferred), open to travel, with a client-first approach.
Company Location:-
Website: - www.prognosisfinancial.com, Contact No. 8799707048 / 8586803629 / 8178969245
Email: - hr@prognosisfinancial.com
Prognosis Financial
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