Wealth Manager – HNI Acquisition

Hyderabad, Andhra Pradesh (IN), kolkata,Bangalore,Delhi
As per company norms
Apr 07, 2019
Jun 06, 2019
Business Development.
Job Function
Banking, Wealth Management
Employment Type
Full Time

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