Wealth Manager
Rekrut · Mumbai · onsite · Posted 59d ago
About a minute. You'll make an account on the way through.
About this role
Join a Leading Stock Broking company and Accelerate Your Career Growth
Role: Relationship Manager- Wealth Manager
Location: Thane (Naupada)
CTC:- upto 9 lpa
Role Overview
- Drive acquisition and closure of investments across Mutual Funds, PMS, AIF, Corporate FD, SGB & Insurance
- Achieve Net Equalized Assets (LS) targets for the mapped portfolio
- Build and grow a strong SIP book
- Activate & reactivate clients to generate new business
- Conduct regular client meetings to enhance AUM, SIP flows & overall revenue
Candidate Profile
2 years of experience Mutual Fund Sales
Graduate – Mandatory
NISM 5A & NISM 8 certifications preferred
Strong client relationship and business development skills
Experience in Wealth Management / Broking / Investment Products preferred
If youre driven, client-focused, and ready to grow in the wealth management space, wed love to connect!
Interested candidates can share your updated resume on [email removed] or on
whatsapp [phone removed]
Sourced from naukri
Skills
About Rekrut
Rekrut
Recruitment
Mumbai
US
₹4.6L PA avg
Avg at Rekrut
₹4.3L – ₹9.3L PA
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