Posted By
Posted in
Sales & Marketing
Job Code
340723
Wealth/Relationship Manager (with Equity Partnership Opportunities)
Key Attributes :
- Passionate about Wealth Management. At least 2 years of experience.
- Clear focus on the solving for client's need rather than achieving sales targets. Client first in letter and spirit.
- Ability and maturity to deal with a wide range of clients (professionals, entrepreneurs, corporations, etc.)
- Deep understanding of financial products, channels and services. Detail and process (no jugaad) oriented
- Ability to cover the entire ground- from form filling to developing the investment strategy for clients.
- Ability to use technology effectively.
- Significant emphasis on Integrity and Trust
- A healthy disregard for products with high commission and complexity such as insurance linked investments and structured products
- A long-term commitment to value creation for clients and self
What is on offer :
- Open and transparent environment
- No short - term sales target
- Significant long-term growth prospects including equity partnership in the business
- An organization that is loved and respected by its clients
- Robust Existing Book: SIP, Long-term Equity, Corporate Funds, etc.
- Plenty of latent potential from existing leads
- Exposure to some really talented clients and (hopefully) equally talented colleagues
People who are looking for a standard job (previous salary + XX%) and people based outside Bangalore should not apply.
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Posted By
Posted in
Sales & Marketing
Job Code
340723
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