Wealth Manager

JOB DISCRIPTION

Designation : Asst. Mgr./Mgr./Sr. Manager/AVP

Job Role : Wealth Manager HNI Acquisition

Experience : 2 - 10 Years

Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

Key Responsibilities & Accountabilities :

? Will be responsible for primarily selling Equity based investment products.

? 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 an when required.

Required Education, Skill Set & Knowledge :

? Graduate / Post graduate

? Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/

Derivatives sales.

? Candidates having AUM (Asset under Management) size of 20cr & above and connect

among HNIs, will have advantage.

? Should have good communication & presentation skills.

? Pleasing and positive attitude.

? Should be a self-starter, proactive & target oriented.