Description:
About the job
Job Role: Senior Wealth Manager HNI Acquisition
Experience: 8 - 14 Years
Location: Hyderabad
Employment type: Full-time, 5 days WFO
Key Responsibilities & Accountabilities:
- Responsible for primarily selling Equity based investment products.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as an when required.
Required Education, Skill Set & Knowledge:
- Graduate / Post graduate
- Experience in direct selling of financial products PMS and Advisory
- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills
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