Wealth Manager

Boyen Haddin

3 - 9 Years
5 Openings
5.5 - 12.0 Lac/Yr
Posted today
Face-to-Face interview
Delhi - Delhi NCR - Mumbai - Thane West - Navi Mumbai - Bangalore

Key Skills

Mutual Funds Sales Banking Sales Portfolio Management Services

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Job Description

were hiring: wealth manager

sales (banking / financial services / broking)

location: delhi | mumbai | bangalore |

experience: minimum 23 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 were looking for:

23 years of relevant experience in pms , mutual funds & aif

strong understanding of investment strategies

excellent communication & client management skills