Sr. Wealth Manager
5 to 10
Years Delhi (Delhi), Ahmedabad (Gujarat), Bengaluru/ Bangalore (Karnataka)
Job Description
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- Responsible for business development through the acquisition of ultra high net-worth clients.r
- Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS,r
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- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.r
- Responsible for achieving targets based on acquisition and revenue generation through all investment products.r
- Responsible for identifying customer needs and assessing their risk appetite.r
Education: CA (Chartered Accountant), CS (Company Secretary), ICWA, M.Arch. (Architecture), M.Com. (Commerce), M.Ed. (Education), M.Pharm. (Pharmacy), M.Phil. (Philosophy), M.Sc. (Science), MA (Arts), MBA/ PGDM, MCA/ PGDCA, MD/ MS (Medicine), ME/ M.Tech./ MS (Engg/ Sciences), Master of Dental Surgery (MDS), ML/ LLM (Law)r r r r r r r Any Graduate
Industry: Banking, Financial Services/Stockbroking
Skills Required
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Job Detail
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Job IdJD2898891
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDelhi (Delhi), Ahmedabad (Gujarat), Bengaluru/ Bangalore (Karnataka),
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EducationNot mentioned
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Experience5 to 10 Years