Wealth Manager

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