Wealth Manager

🌟 We€™re Hiring: Wealth Manager 🌟

Sales (Banking / Financial Services / Broking)

Location: Delhi | Mumbai | Bangalore |

Experience: Minimum 2€“3 years in PMS , Mutual Funds & AIF

Age: Up to 40 years

About the Role:

We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.

Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .

What We€™re Looking For:

œ… 2€“3 years of relevant experience in PMS , Mutual funds & AIF

œ… Strong understanding of investment strategies

œ… Excellent communication & client management skills

• Experience

  3 - 9 Years

• No. of Openings

  5

• Education

  Graduate (B.A, B.C.A, B.B.A, B.Com, B.Tech/B.E)

• Role

  Wealth Manager

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office