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Wealth Manager - HNI Acquisition

4 - 9 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 27 days ago Job Applicants: 119 Job Views: 461

Job Description

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    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 required.Graduate / Post graduate 2yrs- 10 yrs of Sales experience in direct selling of financial products from any financial services industry.Equity/ Mutual Fund sales experience is preferred.Candidates having AUM (Asset under Management) size of INR 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.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Full Time, Permanent



UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

ProntoeHR Services

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Job Posted by

Shamik Deb Recruitment Consultant ProntoeHR Services Delhi


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