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8 - 13 years
10.0 - 20.0 Lacs P.A.
Bengaluru, Hyderabad, Mumbai (All Areas)
Posted:2 months ago| Platform: 
Work from Office
Full Time
Role & responsibilities - Business development through the acquisition of HNI , UHNI & Retail - Identifying customer needs and assessing their risk appetite. - Achieving targets based on acquisition and revenue generation through all investment products. - Analyze 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. Requirements: - Relevant Experience of minimum 5-6 years for wealth managers and 10-11 years for Senior Wealth Managers. - In depth knowledge of various products and Asset Classes of Wealth Management. - Knowledge of relevant Taxation applicable to the Wealth Management. - Good Oral and written communication Skills. - Existing Client relationship.
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