Job Description
urgent Requirement for Wealth Manager in a Leading MNC Securities Company_Mumbai, Pune
Designation: Wealth Manager
Location: Mumbai and Pune
Experience: Min 2 yrs relevant Experience
CTC: Upto 12Lac + Incentives (It will depend upon candidate Experience)
Department: Sales
Role: Individual
Background: Banking and Broking
Candidates have to get their own cliental base.
- Two meetings in a day is a must.
- Minimum investment ticket size is Rs 25.00 Lakhs. ( key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory, Will creating )
Roles And Responsibilities:
- Should have good communication and presentation skill
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI ).
- To Maintain client relationships and generate AUM from preferred clients.
- To Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with the product and research team for taking investment decisions for the clients.
- To conduct and assist in organizing seminars, workshops, and other business development activities.
- To achieve budgeted targets in terms of the number of clients/volume of business & assets.
- To research, investigate, and update themselves on available investment
- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
-
key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory
CTC: Depending upon last drawn CTC and experience
Interested candidates can apply with their updated resume
Regards,
Sania Momin
Sr. Human Resource