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[25 / 10 / 2025] Wealth Manager
Integrated Personnel Services LimitedIndia20 hours ago
Job descriptionGraduate / 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
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
If interested share your CV at arshita.shetty@ipsgroup.co.in
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Wealth Manager • India
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