Wealth Manager – HNI Acquisition
Hello Job seekers,
Current Opening for our Client:
- Employment Type: Full-time
- Location: Hyderabad,Kolkata,Chennai,Bangalore
- Job Role: Wealth Manager – HNI Acquisition
- Experience Required: 2-10 Years
- 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
- HNI Clientele handling experience - Mandatory.
- Min Book size handled should be nothing less than 20 Crores. HNI AUM only
- Exposure in Wealth Products- Major exp should be in Mutual Funds/ Equities.
- Must have eloquent english speaking communication.
- Core Sales Experience required - Acquisition Role
- Please focus on Good Brands - Banks, Investment Banks, Broking and Investment Companies
Interested Candidate can share their CV on email@example.com
Thanks & Regards