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[High Salary] Wealth Manager

[High Salary] Wealth Manager

Integrated Personnel Services LimitedIndia
4 days ago
Job description

Job Role : Wealth Manager

Experience : 2 to 5 years

Location : Delhi, Hyderabad, Bangalore, Chennai

Key Responsibilities & Accountabilities

  • 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 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity / Mutual Fund / Commodity / Derivatives sales, PMS & AIF.
  • Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs / UHNIs, will have advantage.
  • Should have good communication & presentation skills.
  • Pleasing and positive attitude.
  • Should be a self-starter, proactive & target oriented.
  • Relationship building skills
  • If interested share your CV at arshita.shetty@ipsgroup.co.in

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