Wealth Manager – HNI Acquisition

Hello Job seekers,

Current Opening for our Client:

• Employment Type: Full-time
• Location: Hyderabad, Kolkata,Chennai,Bangalore,Mumbai, Ahmedabad, Pune & Delhi
• Job Role: Wealth Manager – HNI Acquisition
• Experience Required: 2-10 Years

Note: Candidate should be from respective location only.

Key Responsibilities:

• 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

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

Share your profiles if you have expertise in following 

1. HNI Clientele handling experience - Mandatory.
2. Min Book size handled should be nothing less than 20 Crores. HNI AUM only
3. Exposure in Wealth Products- Major exp should be in Mutual Funds/ Equities.
4. Must have eloquent english speaking communication.
5. Core Sales Experience required - Acquisition Role
6. Please focus on Good Brands - Banks, Investment Banks, Broking and Investment Companies

Interested Candidate can share their CV on skillflix@gmail.com

Thanks & Regards

Team

SkillFlix