Posted By

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Jyoti Tiwari

Manager at Uddyam People

Last Login: 06 March 2024

Job Views:  
168
Applications:  34
Recruiter Actions:  7

Job Code

1308895

Wealth Manager - Bank

8 - 17 Years.Noida
Posted 1 year ago
Posted 1 year ago

Wealth Manager


Job Profile:

The Wealth Manager will be responsible for acquiring new HNI clients and maintain the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generate revenue along with offering customized portfolio of investment products aligned to customer needs.

Qualifications:

- Graduation/ post-graduation from a recognized institute.

- AMFI/IRDA and NCFM certifications.

- Good communication skills in English and the local language.

- In-depth knowledge of the investment products & financial markets.

- Ability to manage complex situations, handle pressure and meet deadlines. Strong interpersonal, relationship and networking skills.

For more details, Plz connect:


Jyoti Tiwari
9819589998

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Posted By

user_img

Jyoti Tiwari

Manager at Uddyam People

Last Login: 06 March 2024

Job Views:  
168
Applications:  34
Recruiter Actions:  7

Job Code

1308895

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