Wealth Manager

Reliance Securities

1 to 4 yrs. Bengaluru / Bangalore , Hyderabad / Secunderabad , Chennai

Posted on 30 Oct 2017

Job Description

• HNI Client handling
• Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like – DEMAT ACCOUNT, EQUITY, Mutual Funds, Portfolio Management Services, Private Equity, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
• Acquiring new clients
• High levels of customer service orientation and application of Company policy
? Good communication & presentation skills
? Good knowledge in investment products
? Must have a book size of 5Cr & above

Keyskills

Wealth Management HNI Client Handling Mutual Funds Life Insurance Portfolio Management Demat Private Equity Finance Structured Products Bonds Investment Products

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