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21/12 Rajni Sharma
HR at OML Group

Views:3142 Applications:558 Rec. Actions:Recruiter Actions:545

OML Group - Wealth Manager - Investment Advisory (4-8 yrs)

Mumbai Job Code: 1022464

Wealth Manager - Investment Advisory - NBFC/FinTech


Experience: Candidate with 4-7 years- experience in the industry.( P2P/Financial Services )

CTC: As per Industry standard plus excellent performance-linked Incentives.

Skills Required:

- Excellent analytical, negotiation & inter-personal skills.

- Should be a result-oriented

- Should possess strong networking & relationship building skills.

- Excellent organizational and multitasking abilities A team player with leadership skills.

Job Description

- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds to Different Investment instruments in the market.

- Having experience working on different types of loan products - Personal/Business/Educational Loans,

- Having the capability to do business tie ups with multiple loan aggregators or Educational institutes

- Experience from P2P platform would be an added advantage.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability.

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables.

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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