Position Title - Head - Wealth Management

No. of Position - 1

Educational Qualification - MBA/CA, Additional certificates CFP, NISM, AMFI, IRDA

Experience - Min 7 yrs

Salary range - Open

Job Responsibilities

- Work on Short term and Long Term Sales Strategies for Wealth Management Business, keeping in Mind the Organisational Goals
- Customer Acquisition Minimum of 25 lacs and above investable surplus
- Acquiring, Advising and Managing Private/Institutional Wealth through PMS, MF, Insurance, AIF funds, Structured products etc
- Appraise the risk, wishes and demands of business or individual customers and sell suitable Insurance plans. B2B sales, B2C sales experience
- Looking for Candidates with Direct sales background with valuable clientele. Hands on experience in Business Development( Corporate, Retail & SME)
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities




- In depth knowledge of wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
- Knowledge of taxation implications for various investment and insurance products
- Continously work on aquire new customers with higher investable surplus, increase AUM

Skills & Competencies

- Excellent networking and communication skills
- Customer Acquisition Minimum of 25 lacs and above investable surplus
- Self-motivated and passionate about Financial markets
- Keeps track of trends in the financial services industry
- Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
- In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
- Knowledge of taxation implications for various investment and insurance products

📌 Head - Wealth Management (Jaipur)
🏢 EqCap
📍 Jaipur