PCG- Wealth Manager - Chennai
Astha Banerjee · Chennai · onsite · Posted today
₹5.0L - ₹12.0L PA2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Manage HNI/UHNI clients, provide investment and wealth advisory, acquire clients, manage portfolios, and cross-sell broking/wealth products. Prior PCG/HNI desk experience in a broking or wealth management firm is required.
2 + years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
Good understanding of investment and wealth management products.
Required Candidate profile
Graduate2 + years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
Good understanding of investment and wealth management products.
Sourced from naukri
Skills
Aum PortfolioPMSWealth ManagerHNI Client ManagementMutual FundsFinancial AdvisoryPortfolio ManagementClient AcquisitionWealth ManagementInvestment AdvisoryFinancial PlanningRelationship Management