Wealth Manager Key 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 Equity Mutual Fund Commodity Derivatives sales - Candidates having AUM Asset under Management size of 20cr above and connecting among HNIs will have advantage - Should have positive communication presentation skills - Pleasing and positive attitude - Should be a self-starter proactive target oriented - Relationship building skills Karan Anand6397202494 ref updazz com