Wealth Manager_Sales | Relationship Manager_Wealth Management
Trust Triangle Management · Ahmedabad · onsite · Posted 59d ago
₹2.5L - ₹7.5L PA0–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Wealth Manager, Sales responsible for acquiring and managing HNI/Retail clients, advising on Mutual Funds, PMS, AIFs, Equities, Insurance & other financial products. Drive portfolio growth, cross-selling and achieve sales & revenue targets.
Required Candidate profile
MBA/PGDM freshers can apply. Candidates with 1–5 years of experience in Wealth Management, BFSI, Banking or Financial Services are preferred. Strong communication, sales and client relationship skillsPerks and benefits
Competitive Salary, Incentives, Growth & TrainingSourced from naukri
Skills
Retail Client AcquisitionCross SellingPMSSIPHni client acquisitionAifInvestment ProductsFinancial ProductsMutual FundsPortfolio ManagementClient AcquisitionWealth ManagementInvestment AdvisorySalesEquityPrivate EquityInsuranceRelationship Management