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1395326

Property Share - Wealth Manager

caution
3 - 10 Years.Bangalore
Posted 11 months ago
Posted 11 months ago

Wealth Manager


Experience in Mutual Fund, Securities sales / advisory is a must


Responsibilities:

- Extend investment advice to prospects and raise capital for the listed investment opportunities.

- Develop strong product knowledge and manage existing investor relationship.

- Effectively manage all existing and new leads generated by you.

- Support investment professionals

- Partner with the investment advisors to ensure seamless experience for the client post your initial conversations.

- Collaborate cross-functionally to address client requirements

- Building and maintaining your client base.

Key Skills:

- Commitment towards making our customer successful

- Excellent computer, interpersonal and communication skills

- Ability to gather and use data

- Ability to work in a fast-paced environment

Experience:

- 3+ years

- Preferably with Sales / private wealth management experience.

- NISM XA / XB Certification

- Possess strong knowledge of the investment business and strong understanding of financial planning concepts

Remuneration: As per Company Standard's

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713

JOB VIEWS

143

APPLICATIONS

126

RECRUITER ACTIONS

See how you stand against competition

Pro

View Insights

Job Code

1395326

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