Wealth Manager

Wealth Manager

Job Profile:

- Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target.

- Advise clients on their product requirement to maximize their investments.

- Develop new relations through referencing & other sources.

- Market feedback viz. new product, pricing, and competitor’s activity etc. to the Cluster Manager.

Candidate Profile:

- Candidate should have experience of managing / acquiring wealth & retail customers.

- MBA from Tier 3 institutes with 2+ yrs exp in hardcore Wealth Management or Tier 4 institutes with 4+ yrs of exp in hardcore wealth management.

- Preferred industry – Banking/ Broking / Insurance

Reporting to : Team Leader (Wealth)

Candidates who are selling insurance, MF and should have sufficient knowledge of Structured products / PE / PMS.

Package : upto 6.25 L PA

Any one who is interested can share your updated profile at mamta.dahiya1@gmail.com

Please free to call me and share your references at 91- 8527238000