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 current 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