Senior Wealth Manager - Bank

Job description

- We are looking for Wealth Relationship Senior Manager / Wealth Manager who can drive our wealth management business initiatives and achieve sales through basket of products like MF, PMS, RIA, AIF.

- Appoint distributors within the assigned area and monitor their activation; help business growth through trainings or marketing materials, etc

- Look after tie ups for institutional sales

Required Candidate profile

- At least 10 to 12 years of experience in Mumbai market for sales of MF, PMS, RIA & AIF products to HNI, Ultra HNI or Institutional Sales

- Age 30 to 35 years

Candidate will be required to visit Surat head office once or twice a month for business review and planning.

Perks and benefits

Very lucrative. More than industry's best.

Role: Wealth Manager

Industry Type: Financial Services (Broking)

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Trading, Asset & Wealth Management

Education

Any Graduate / Any post graduate

Key Skills

Skills highlighted with '' are preferred keyskills

Business Development HNI Mutual Funds Portfolio Management Portfolio Management Services HNI Acquisition Financial Advisory HNI Client Handling Wealth Manager Wealth Management HNI Sales Sales Ultra Hni PMS MF Investment Advisory AIF Investment Products Investment MF PMS RIA AIF