Home
Jobs
Companies
Resume
Topgear Consultants logo

Wealth Manager

2.0 - 7.0 years

2 - 6 Lacs

Chennai

Posted:1 day ago| Platform: Naukri logo

Apply Now

Skills Required

HNI Portfolio Management Mutual Funds Wealth Management PMS Broking Cross Selling Mutual Funds Sales HNI Acquisition HNI Client Handling Ultra Hni Relationship Management Insurance MF AUM SIP Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

This Opportunity is with a leading Stock Broking Company in Chennai location Role: Wealth Manager - HNI Experience: 2 -7 Years Job Description: Role & Responsibilities: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops, and other business development activities. To achieve budgeted targets in terms of amount of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contact clients periodically and determine if they are satisfied with the service and returns generated. To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: MBA in Finance / Marketing Experience: 2+ year experience in Financial Services Asset Management/ Broking Company sector. Required Key Skills: Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills. Interested Candidates can share their CV's at priyal@topgearconsultants.com

More Jobs at Topgear Consultants

Claims Processing-Life Insurance

Hyderabad

3 - 8 yrs
|

INR 7 - 15 Lacs

Procurement Executive

Thane, Goregaon, Mumbai (All Areas)

7 - 8 yrs
|

INR 3 - 6 Lacs

Agency sales manager - Kolkata/Delhi.

Delhi NCR, Delhi, Kolkata

1 - 6 yrs
|

INR 3 - 6 Lacs

Category-Trade Marketing Manager

Ahmedabad

4 - 9 yrs
|

INR 35 - 60 Lacs

International Product Manager

Mumbai Suburbs, Mumbai, Goregaon

7 - 12 yrs
|

INR 12 - 22 Lacs

Mock Interview

Boost Confidence & Sharpen Skills

Start Hni Interview Now
Topgear Consultants
Topgear Consultants
www.topgear-consultants.com

Consulting

Los Angeles

50-100 Employees

74 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CTO

RecommendedJobs for You

Wealth Manager

 Bossberry Learning

Bangalore Rural, Bengaluru

Bossberry Learning logo

Wealth Manager

 WOW Softech

Bengaluru, Delhi / NCR, Mumbai (All Areas)

WOW Softech logo

Wealth Manager

 people power india

Calcutta

Wealth Manager

 Bajaj Capital

Kolkata, Nagpur, Mumbai (All Areas)

Bajaj Capital logo

Wealth Manager

 Alpha Capital

Kolkata

Alpha Capital logo

Wealth Manager

 Ladderup Wealth Management

Mumbai, Mumbai (All Areas)

Ladderup Wealth Management logo

Wealth Manager

 Topgear Consultants

Chennai

Topgear Consultants logo

Wealth Manager

 Premia capital pvt ltd

Ahmedabad

Wealth Manager

 BFC Capital P. Ltd.

Lucknow, Uttar Pradesh, India

BFC Capital P. Ltd. logo

Wealth Manager

 Fydaa.com

Bengaluru, Delhi / NCR, Mumbai (All Areas)

Fydaa.com logo