Home 
Views:356
Applicants:5
Posted on 30 Nov, -0001
- Industry - BANKING / FINANCIAL SERVICES / BROKING
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Responsible for Sales of Mutual Funds, Equities, PMS, Insurance.
- Must be able to analyse and manage portfolios of clients.
- Achieving a higher share of wallet.Must be NISM certified.
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Apply to JOBS On-The-Go Jobringer Mobile App
Similar Jobs
Wealth Manager
LMV Financial Services Pvt. Ltd.
- 1 - 5 years
- Not Disclosed
- Hyderabad - Secunderabad, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory
Wealth Manager (Portfolio Management)
Talent Bee Consulting Pvt. Ltd.
- 1 - 7 years
- Not Disclosed
- Bengaluru / Bangalore, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory, Financial Markets and Products, Communication skills
Cluster Head
Soniry Research Pvt. Ltd.
- 2 - 4 years
- Not Disclosed
- Mumbai (All Areas), India
Key Skills- regional head, cluster head, mutual funds, risk management, portfolio analysis, Portfolio Analysis
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd.
- 3 - 5 years
- Not Disclosed
- Chennai, India
Key Skills- Client Relations, Estate Planning, Finance, Financial Advisory, Financial Planning, Investment Advisory
Wealth Manager
The Placement Academy
- 5 - 9 years
- Not Disclosed
- Pune, India
Key Skills- Wealth Manager, Sales, Client Acquisition, Mutual Funds, Portfolio Management, New Client Acquisition, HNI Acquisition, Wealth Management