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Wealth Manager

Wealth Manager

Tradebulls

2 - 7 years

4 - 8 Lacs

ahmedabad

Posted:1 week ago| Platform:

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Skills Required

hni portfolio mutual funds pms mf aif wealth management aum portfolio relationship management hni client handling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage an existing client base and pitch /cross-sell wealth products to increase AUM,
Manage & sales an assigned portfolio of existing HNI clientspitch wealth productsDrive AUM growth through cross-sell and up-sell (MFs, PMS, AIFs, Insurance, etc.

Required Candidate profile

•Strong network of HNI clients or referral sources•Comfortable with targets, incentives, and performance-based compensationinterested share Cv on pinki.singh@tradebulls.in or whatsapp on 9913274989

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Tradebulls

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Mumbai

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Wealth Manager