Wealth Manager
Hire Best Recruitment Company · Chennai · onsite · Posted 54d ago
₹5.0L - ₹12.0L PA4–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
Meet the required AUM, investor acquisition and AUM targets for given area.
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Meet the required AUM, investor acquisition and AUM targets for given area.
Required Candidate profile
Experience: 4+ Years in sales/wealth management of handling the HNI clients.Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Sourced from naukri
Skills
Equity AdvisoryMutual Funds SalesWealth ProductPMSSIPInvestment ProductsMutual FundsFinancial AdvisoryPortfolio ManagementWealth ManagementInvestment AdvisoryInvestment PortfolioHNI AcquisitionHNI SalesEquity SalesAdvisory ServicesHNI Client Handling