Wealth ManagerKey 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 and when required. Required Education, Skill Set & Knowledge : - Graduate / Post graduate - Experience in direct selling of financial products like PMS sales. - Candidates having AUM (Asset under Management) size of 20cr & above and connecting among HNIs, will have advantage. - Should have good communication & presentation skills. - Pleasing and positive attitude. - Should be a self-starter, proactive & target oriented. - Relationship building skills (ref:updazz.com)
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