- Designation : Assistant Manager/Manager/Senior Manager - Job Role : Wealth Manager - HNI Acquisition- Experience : 2 - 5 Years- Location : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities : - Will be responsible for primarily selling Equity based investment products. - Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. - Responsible for achieving targets as assigned by the organization on a monthly basis. - Provide regular updates to the immediate superior as an when required.Required Education, Skill Set & Knowledge : - Graduate/Post graduate - Experience in direct selling of financial products like Equity/Mutual Fund/Commodity/Derivatives sales. - Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. - Should have good communication & presentation skills. - Pleasing and positive attitude. - Should be a self-starter, proactive & target oriented. - Relationship building skills (ref:updazz.com)
