Wealth Manager-HNI Acquisition

Full Time
Posted 2 months ago

Required Education, Skill Set & Knowledge


Graduate / Post graduate 2yrs- 10 yrs of Sales experience in direct selling of financial products from any financial services industry.

Equity/ Mutual Fund sales experience is preferred.

Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.

Should have good communication & presentation skills.

Pleasing and positive attitude.

Should be a self-starter, proactive & target oriented.

Relationship building skills


Key Responsibilities & Accountabilities


Will be responsible for primarily selling Equity based investment products.

▪ Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

▪ Responsible for achieving targets as assigned by the organization on a monthly basis.

▪ Provide regular updates to the immediate superior as an when required


Job Features

Job CategoryBFSI
Compensationupto 8.5 LPA

Apply Online