Wealth Management Advisor Bengaluru

Wealth Management Advisor Bengaluru

01 Sep
|
Sunkersett Investment Intermediaries
|
Bengaluru

01 Sep

Sunkersett Investment Intermediaries

Bengaluru

Job Description

· Acquiring Current Clients

· Managing portfolios of the existing High Net worth clients and enhancing their overall relationship.

· Single point contact and personalized service to ensure timely and accurate execution.

· Achieve Acquisition & Revenue Targets

Desired Candidate Profile

· Prior experience working in the Bangalore market is mandatory.

· Should have an existing network and client base, preferably comprising HNI/UHNI clients.

· Must have experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.

· Solid sales acumen with a sound understanding of financial products and investment solutions.

· Excellent communication, interpersonal, relationship management, and sales skills.

· Solid networking and business development capabilities.

📌 Wealth Management Advisor Bengaluru
🏢 Sunkersett Investment Intermediaries
📍 Bengaluru

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