Wealth Product Jobs – Apply to Latest Wealth Product Job Vacancies

Join @Stock Broking Company Prime Wealth Manager/Financial Advisor 15L Genius Consultants

3 - 8 years

9 - 15 Lacs

Mumbai Suburbs, Navi Mumbai, Mumbai (All Areas)

Work from Office

Dear candidate, We are having an urgent requirement for the profile of Affluent Wealth Manager Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, Structured products offerings. Portfolio Management of prime customers through client visits. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidates should have experience of managing / acquiring wealth & HNI Customers. Preferred candidate profile : Min 2-3 years of work experience in wealth product sales and HNI handling. Good relationship management and service focus skills. It will be an individual role. Benifits : Provident Fund Day shift Performance bonus

Posted 3 months ago

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Private Wealth Manager !! Broking Companies Veerwal Getwork Services

9 - 14 years

11 - 21 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

Work from Office

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) Interested Candidate please share me your cv at sharvan@getwork.org HR Sharvan 8800790797

Posted 3 months ago

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NRI Sales - International Business @ renowned Stock Broking upto 20LPA Genius Consultants

8 - 13 years

10 - 20 Lacs

Navi Mumbai, Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities 1. Primarily responsible to generate revenue through the sale of investment products, offering high-quality recommendations to NRI client. 2. Develop and maintain client relationships, educating them about investment opportunities and strategies Preferred candidate profile Minimum 10 years of experience - Proven track record in selling wealth products such as AIFs, PMS, Equities, and Mutual Funds, with a strong network among NRIs. Experience managing NRE/NRO accounts and familiarity with global investments.

Posted 3 months ago

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