Wealth Manager jobs in Delhi/NCR - The Best Services

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  • Job View 42 Views
  • Applicants Less than 5 Applicants
  • 2020-09-02 2021-03-02

Job Description

Need experience into investment products and services like Mutual Funds, Insurance or PMS etc.

9 yrs to 14 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory

1) The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.

2) The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance &

General Insurance

3) Business development through the acquisition of ultra high net-worth clients.

4) Identifying customer needs and assessing their risk appetite.

5) Achieving targets based on acquisition and revenue generation through all investment products.

6) Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.


Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy



Professional Degree, Other Bachelor Degree

About The Best Services

The placement industry is producing jobs on daily basis. Different organizations and MNCs are uploading the vacancies on several job portals for hiring the righteous talent. On the other hand, there are many job seekers, who are ready to serve and contribute to the betterment of the company. To reduce the gap between them, The Best Services is here. The Best Services is one of the noteworthy names in the placement sector of Gujarat. This placement company is the brainchild of Shri GK Patel. He laid the foundation brick of the company in the year 2014 in Rajkot city. Since inception, Shri GK Patel has been guiding us through the path of success. Presently, we are growing speedily.

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