Wealth Manager - BFSI

Key Responsibilities & Accountabilities

- Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services PMS & AIF)

- 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

Skill Set & Knowledge

- Graduate / Post graduate 2yrs - 4 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.

- Candidates having AUM (Assetunder Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage.

- Should have good communication & presentation skills.

- Pleasing and positive attitude.

- Should be a self-starter, proactive & target oriented.

- Relationship building skills