Bhopal , Gurgaon , Secunderabad , Ahmedabad Brief Description

Arihant has opening for the post of Wealth Manager.The candidate should be well versed with wealth products like mutual funds and required to acquire and serve HNI clients.

Job Responsibilities

Managing High Net Worth customers.

Achieving the business targets assigned in terms of cross selling , enhancing and upgrading the High Net Worth relationships.

Profiling Customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the clients.

Providing financial planning investment advice

Acquisition Servicing of High Net Worth customers

Manage the existing portfolio generating more leads from the existing ones deal with all kinds of investment propositions wealth advisory services.

Deftly handling interacting with various HNI NRI clients to generate , repeat referral business dealing in diverse range of products including MF , WealthManagement , AUM , PMS services.





Candidates having experience in general wealth products such as mutual funds.

Should have their own client base and must have skills to generate revenues.

Networking and building relationships with existing and prospective clients and positioning wealth as a brand to clients Qualifications and Skills An MBA or any graduate with 1 - 5 years of experience in the relevant role.

Effective and explicit communication both oral and written.

Persuasive - selling skills , Pleasing personality , Target oriented

Strong customer contact skills , along with excellent interpersonal , verbal , and written communication skills (in English and Hindi).

Excellent operational , organizational and follow up skills with the ability to manage and process operational work. How to apply

Note: Password should be minimum 8 characters alpha numeric (e.g. newyr2017)

📌 Branch Manager (Bhopal)
🏢 Arihant Capital
📍 Bhopal