The position is for a leading renowned Brokerage House with spread across interests making it's foray into the Wealth Business  The job role would include the below:  Acquisition & managing HNI customers and ensure highest levels of customer service to these HNI customers  Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.  Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance, Equity, Trading, Bonds, Loans, PMS etc.   Should have good networking skills and thorough knowledge of TPPs.  AMFI certified candidates specializing in Mutual Funds would be preferred. Should be from Core Sales domain in the field of Securities, Banking, NBFC,   CTC could go upto 14 lacs for deserving candidates. Positions open at Delhi-NCR, Kolkata, Patna, Bhopal and Jaipur

Delhi NCR

Kolkata

Jaipur

Bihar

Others

Wealth Manager - HNI - Brokerage House 

Wealth Manager - HNI - Brokerage House  ,Job Description for Wealth Manager - HNI - Brokerage House  in ProntoeHR Services in  Delhi NCR Kolkata MP Jaipur Bihar Others for (2-5) years of experience. Apply Now!

Job Description for Wealth Manager - HNI - Brokerage House  in ProntoeHR Services in  Delhi NCR Kolkata MP Jaipur Bihar Others for (2-5) years of experience. Apply Now!