Home 
Views:265
Applicants:4
Posted on 30 Nov, -0001
- Industry - Securities / Stock Brokers / Investment Industry
- Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
- Job Role - Wealth Manager
- Employment type - Full Time
- Work Mode - In Office
- Responsible to manage team of bank channel dealers & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ieas in stocks for short / medium term.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- To ensure team achieves the assigned target on the web bases revenues as well as on the activation of the clients.
- Provide regular updates to the immediate superior as and when required.
- Grauate / Post graduate with overall experience of 3 - 4 years experience in a team handling role.
- Should have good communication, quick learner with people managment skills.
- Should be a result oriented, self starter, proactive, stronge motivetor, collaborative, focused on team cohesion, dynamics & constantly improve quality of performance.
- Should Prosses strong networking & relationship building skills.
- 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