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
Locationdelhi
Compensationupto 8.5 LPA

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