Wealth Manager - BFSI
Posted 1 week ago
Posted 1 week ago
Description:
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 HNI's, will have advantage.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills
Karan Anand
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