Dear Candidate,

Greetings From "APEX SERVICES"

Designation -Wealth - RM

Min Experience - 2- 5 yrs

CTC upto 8 LPA + incentives + other perks

Roles:

1. Work closely with the branch team to reach out to high priority and affluent clients.

2. Understand client needs and offer comprehensive wealth management solutions,

including investments, insurance, PMS/AIF and structured products.

3. Achieve AUM and revenue targets through cross-selling investment products to exiting

clients

4. Ensure high standards of client servicing and compliance with internal and regulatory

guidelines.

5. Keep updated on market trends, investment products, and global financial news.

6. Proactively identify new business opportunities within existing and potential clients.

7.



Participate in marketing and client engagement events.

Key Skills

1. Strong understanding of financial markets, investment products, and wealth

management principles.

2. Excellent communication, interpersonal, and relationship-building skills.

3. 3 to 7 years of experience in wealth management, private banking, or financial advisory

4. Sales-driven with a focus on providing excellent customer service.

Kindly reply with an updated CV on apex. [email protected] if you are interested in the mentioned Job Role. you can also call on

(phone hidden) .

📌 Wealth Manager (Uttar Pradesh)
🏢 Apex Services
📍 Uttar Pradesh