Wealth Manager – HNI Acquisition
- Employer
- Finoptions institute of financial studies Pvt Ltd
- Location
- Hyderabad, Andhra Pradesh (IN), kolkata,Bangalore,Delhi
- Salary
- As per company norms
- Closing date
- Jun 6, 2019
View more
- Job Function
- Banking, Wealth Management
- Industry Sector
- Accounting/Audit Firm, Business or Knowledge Process Outsourcing (BPO / KPO), Finance - General
- Employment Type
- Full Time
- Education
- Masters
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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
- 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 skillflix@gmail.com
Thanks & Regards
Team
SkillFlix
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