Wealth Manager - HNI Acquisition - BFSI

JOB DESCRIPTION

Designation : Asst. Mgr./Mgr./Sr. Manager

Job Role : Wealth Manager - HNI Acquisition

Experience : 3-10 Years

Location : Delhi

Key Responsibilities & Accountabilities :

- Will be responsible for primarily selling Equity based investment products like MF, PMS, AIF, etc.

- 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 like Equity/ Mutual Fund/Commodity/Derivatives sales.

- 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