Partners / Preferred Wealth RMs

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).

2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

3) Networking and cultivating a good relationship with the clients.

4) Knowledge of - Equity and Debt based products , Loans

5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

7) Build AUM and client base as per the target defined by the company.

8) Send news and market related inputs & reports to the clients.

9) Minimum 7 Years of experience

10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity

11) Existing Relationship Manager - Wealth Management / Pvt Banker

Skills Required

Wealth Management, Stock Broking, HNI, Portfolio Management, Mutual Funds, Relationship Officer