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Partners / Preferred Wealth RMs

Partners / Preferred Wealth RMs

ConfidentialChandigarh, Mumbai
30+ days ago
Job description
  • HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
  • Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
  • Networking and cultivating a good relationship with the clients.
  • Knowledge of - Equity and Debt based products , Loans
  • Exceptional Selling Skills, Soft Skills, and Knowledge of Products
  • Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
  • Build AUM and client base as per the target defined by the company.
  • Send news and market related inputs & reports to the clients.
  • Minimum 7 Years of experience
  • Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
  • Existing Relationship Manager - Wealth Management / Pvt Banker

    • Skills Required

    Wealth Management, Portfolio Analysis, Client Acquisition, Financial Planning, investment strategies

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    Wealth • Chandigarh, Mumbai

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