Wealth Manager - Sales Profile
Trust Triangle Management · Surat · onsite · Posted 37d ago
₹3.0L - ₹8.0L PA0–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Hiring Wealth Manager / Relationship Manager – Sales for Vesu, Surat. Handle HNI/Retail clients and sell Mutual Funds, PMS, AIF, Equities, Insurance, Demat & Investment products. 0–5 yrs in Wealth/Financial Services. Best-in-Industry + incentives.
Required Candidate profile
Graduate/MBA with 0–5 yrs experience in Wealth Management/Financial Services. Strong investment product knowledge, sales & relationship skills. AMFI/NISM certification preferred.Perks and benefits
Salary Best-in-Industry + Incentives.Sourced from naukri
Skills
PMSWealth ManagerAifInvestment ProductsInsurance ProductsHNIMutual FundssuratvesuPortfolio ManagementRelationship ManagerWealth ManagementInvestment AdvisoryBondsSalesFinancial ServicesEquityHNI AcquisitionHNI SalesPrivate EquityInvestment