Wealth Manager

Note: PMS Sales, MF Sales, Open Market, HNI, AUM, B2C Sales.

Wealth Manager

Key Responsibilities & Accountabilities :

- Will be 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 and when required.

Required Education, Skill Set & Knowledge :

- Graduate / Post graduate

- Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales.

- Candidates having AUM (Asset under Management) size of 20cr & above and connecting 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