Job Description

Designation : Asst. Mgr./Mgr./Sr. ManagerJob Role : Wealth Manager - HNI AcquisitionExperience : 2 - 5 YearsLocation : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey 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- Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/- Derivatives sales.- Candidates having AUM (Asset under Management) size of 20cr & above and connect 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)