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Contactx Resource Management Pvt. Ltd.
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Wealth Relationship Manager- PMS Advisory

Wealth Relationship Manager- PMS Advisory

Contactx Resource Management Pvt. Ltd.

3 - 8 years

|

18 - 20 Lacs

pune chennai bengaluru

Posted:3 months ago| Platform:

Apply

Skills Required

relationship management derivatives sales hni mutual funds client acquisition wealth relationship manager pms uhni

Work Mode

Work from Office

Job Type

Full Time

Job Description

Will be responsible for primarily selling Equity based investment products
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Responsible for achieving targets as assigned by the organization on a monthly basis
Provide regular updates to the immediate superior as an when requiredCandidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage
Should have good communication & presentation skills
Pleasing and positive attitude
Should be a self-starter, proactive & target oriented
Relationship building skills
Graduate / Post graduate
Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales

Location-Bengaluru,Pune,Chennai,Hyderabad,Kolkata,Delhi,Ahmedabd

Contact Number- 8789151182//9412501851//8859766816

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Contactx Resource Management Pvt. Ltd.

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