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30/05 Puja S
Recruitment Head at Jumpstart Consulting

Views:17056 Applications:62 Rec. Actions:Recruiter Actions:59

Financial Advisor - Wealth Products - SHNI Clients (6-9 yrs)

Mumbai/Pune/Ahmedabad Job Code: 456275

- Responsible for fresh acquisition and maintenance of relationship with SHNI clients.

- Minimum AUM of 50 Cr being managed.

- Ticket Size of existing clients should be Greater than 2.5 crores.

- Responsible for acquisition of new SHNI Clients.

- Cross selling of baskets of Investment Products to High Net Worth Individuals.

- Maintaining and leveraging on the relationship with clients acquired.

Prior Experience:-5-8 years experience in Wealth Management or acquisition of Super HNI Clients. Must be from a broking or banking background.

Domain Knowledge:-Knowledge of broking, Capital Markets.

Educational Qualifications:-MBA, CFA, CA.

Caution :-Candidate with wealth management experience only apply .

Salary range - 15-20 LPA

Shweta Rao

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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