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For Employers

Wealth Manager

VEERWAL GETWORK SERVICES PRIVATE LIMITED

3 - 8 years

|

9 - 13 Lacs

Posted:2 hours ago| Platform:

Apply

Skills Required

wealth management hni investment advisory business development sales broking marketing relationship management pms client acquisition portfolio management lap home loans mutual funds aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met.
Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.

Preferred candidate profile

Having a experience in Wealth Banking Broking company
Should have a min 3 years of experience to sales PMS and AIF
Should have experience HNI Client acquisition from open market

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VEERWAL GETWORK SERVICES PRIVATE LIMITED

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