Urgent Hiring For Wealth Manager

Key Responsibilities:

• Acquire new clients and expand existing relationships.
• Advise clients on investment products such as Mutual Funds, Equity, PMS, AIF, Bonds, Fixed Deposits, and Insurance.
• Achieve AUM and revenue targets.
• Conduct portfolio reviews and provide financial planning solutions.
• Ensure regulatory compliance and deliver excellent customer service.

Requirements:

• Graduate.
• 2-6 years of experience in wealth management, banking, broking, or financial services.
• Strong sales, communication, and relationship management skills.
• Knowledge of investment and wealth products.