Wealth Manager/Senior Wealth Manager

2 - 7 years

10 - 20 Lacs

kolkata new delhi mumbai (all areas)

Posted:-1 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Identify & attract HNI/UHNI clients
Sell in-house PMS and third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and CurrencyAchieve set targets for client acquisition, business volume, and AUM

Required Candidate profile

Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+Expertise in PMS investment products.Excellent interpersonal skills

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