Senior Manager/ Chief Manager- Wealth Management

Job Role:

Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

Manage clients through client visits, suggest financial products to the clients and achieve business target.

Responsible for product penetration and increasing client’s wallet share.

Identifying prospective clients & acquiring new clients.

Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile:

4+ years of experience in HNI Sales, investment banking, or wealth management.

Experience in building and maintaining relationships with high-net-worth individuals and institutions.

Strong knowledge of investment products & wealth product sales.

Excellent communication and interpersonal skills with the ability to communicate complex financial matters to clients.

Should be comfortable in individual role.

Apply with updated resume at & connect on for more details.

• Experience

  5 - 11 Years

• No. of Openings

  25

• Role

  Wealth Management Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office