Wealth Manager

Boyen Haddin Consultancy

2 Years
5 Openings
Not Disclosed
Posted 3 days ago
Face-to-Face interview
Delhi NCR - Bangalore - Mumbai

Key Skills

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking

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Job Description

desired profile

• graduate / post graduate 2yrs- 10 years of sales experience in direct selling of financial

products like equity/ mutual fund/commodity/ derivatives sales, pms & aif.

• candidates having aum (asset under management) connect among hnis/uhnis, will have advantage.

• should have good communication & presentation skills.

• pleasing and positive attitude.

• should be a self-starter, proactive & target oriented.

• relationship building skills

job description:

• 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.