Wealth Manager

Role & Responsibilities:

• Provide

  research-based investment advice

  in Mutual Funds, Insurance, PMS, and Structured Products.

• Manage client relationships

  through regular client visits and meetings.
• Recommend appropriate

  financial products

  to meet client needs and achieve business targets.
• Focus on

  product penetration

  and increasing the

  clients wallet share

  .

• Identify and acquire new clients

  , especially HNI and wealth segment customers.

Preferred Candidate Profile:

• Minimum 7

  years of experience

  in

  Wealth Product Sales

  .
• Graduate or Postgraduate from any stream with relevant experience.
• Strong

  relationship management

  and

  client servicing

  skills.
• Excellent

  communication and presentation

  abilities.

• In-depth knowledge of investment products

  is mandatory.
• Proven ability to

  manage and acquire HNI clients

  .

Perks & Benefits

• Bi-annual appraisal

  program for performance recognition.

• Fixed CTC growth twice a year

  , based on performance.

• Attractive quarterly incentives

  to reward achievements and business success.