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Edelweiss Financial
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Wealth Manager - Patiala & Chandigarh

Wealth Manager - Patiala & Chandigarh

Edelweiss Financial

3 - 8 years

|

5 - 12 Lacs

Chandigarh Patiala

Posted:2 days ago| Platform:

Apply

Skills Required

Wealth Management Portfolio Management HNI Uhni PMS AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business target.
Responsible for product penetration and increasing clients wallet share.
Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile

Should have at least 4 Years of experience handling Wealth Product Sales.
Any Graduate / Postgraduate with relevant Experience.
Good relationship management and service focus skills.
Good communication and presentation skills.
Investment Product knowledge is mandatory.

Perks & Benefits:

Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.

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Edelweiss Financial

Financial Services

Mumbai

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