Senior Manager/Chief Manager/AVP - Wealth Management

We're hiring Senior Manager/ Chief Manager/ AVP- Wealth Management for financial services industry.

Position: Sr. Privileged RM- Wealth Management

Exp. 3-5 Yrs. in HNI Sales/ HNW Portfolio Management from BFSI Industry

Location: Kochi, Trivandrum, Pondicherry, Coimbatore, Rourkela, Siliguri, Patna, Jamshedpur & Dhanbad etc.

Education: Graduate/ PG

Industry: Financial Services

Grade: Sr. Manager/ Chief Manager/ AVP

Job Role:

- Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

- Manage clients through client visits, suggest financial products to the clients and achieve business target.

- Responsible for product penetration and increasing clients wallet share.

- Identifying prospective clients & acquiring new clients.

- Candidate should have experience of managing / acquiring wealth & HNI Customers.

Job Mandates:

3-5 years of experience in HNI Sales, investment banking, or wealth management.

Experience in building and maintaining relationships with high-net-worth individuals and institutions.

Strong knowledge of investment products & wealth product sales.

Excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.

Should be comfortable in individual role.