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