We are looking for:
Someone who has sound understanding of wealth management products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
Someone who has solid communication and presentation skills.
Someone who has excellent relationship management skills.
Must have excellent command over English and regional language.
Qualification: Graduate & above.
Experience: 5+ years of experience in Wealth Management.
Duties:
Roles & Responsibilities:
Handling and managing HNI clients.
Achieving annual revenue, AUM & Strategic product targets in the respective geography.
Servicing existing clients with the support of client servicing team.
Adhering to all regulatory, statutory, and corporate compliance standards.
Effectively networking across markets and generating potential business leads.