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Wealth Manager

Wealth Manager

Tekpillar

3 - 8 years

6 - 15 Lacs

chennai bengaluru mumbai (all areas)

Posted:-1 days ago| Platform:

Apply

Skills Required

banking investment broking portfolio management services mutual funds bonds demat account equity broking hni acquisition wealth management sales hni sales insurance fixed deposits ultra hni investment advisory shares securities exchange traded funds investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wealth Managers

Key Responsibilities

Drive
sales of Investment Products (IP),
including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions.
Build strong long-term relationships with clients by offering tailored financial solutions.
Generate new business opportunities through networking, referrals, and leveraging your own portfolio.
Achieve revenue and business growth targets as per company goals.
Stay updated on financial markets, investment trends, and product offerings.
Provide high-quality client servicing and ensure compliance with all regulatory requirements.

Requirements

3+ years experience
in Banking / Securities / Broking.
Proven track record of managing 35 Cr+ portfolio.
Strong financial product knowledge & client relationship skills.

Compensation & Benefits

Fixed CTC:
Up to 15 LPA (based on experience & portfolio size).
Performance Incentives:
Attractive, uncapped earning potential.
Opportunity to work with
Indias Leading Broking Company
with a wide range of wealth products.
Career growth and fast-track leadership opportunities.

Apply Now

Contact: +91 84888 33693
Email: shraddha@tekpillar.com

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