Wealth Manager ( Sales) - Male

3 - 5 years

5 - 7 Lacs

Posted:5 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Candidates with 3-5 years of experience with strong communication, selling skills and leadership skills may apply.
  • You will be responsible for the acquisition and servicing of HNI / Super HNI clients
  • You will be responsible for the sales of you and your team. Sales products include: Online / Offline Mutual Funds Investments accounts, Proprietary PMS, Online / Offline Share Trading accounts, Insurance, Structured products.
  • You must be able to analyse and manage the portfolios of clients.
  • Achieving a higher share of wallet to increase revenues will be important.
  • You must be NISM certified. IRDA certification will be an added advantage.
  • You must have a strong command of the English Language and leadership qualities to manage a sizable team.
  • You will be responsible for strategizing and implementing marketing initiatives

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