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Wealth Manager

2sr Innovations

Mumbai, Maharashtra, India • Vollzeit

Bewerben Sie sich als Erste/r!

Erfahrung
2+ Jahre
Gehalt
INR 700,000 – INR 1,500,000 / year
Stellenangebote
1
Veröffentlicht
vor 1 Stunde
Arbeitsmodus
Im Büro
Ausbildung
Post-Graduation
Teilnahmeberechtigung
Any graduate can apply. The role is also described as suitable for candidates with post-graduate qualifications.
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Stellenbeschreibung

Role Overview

The organization is looking for a Wealth Manager to work with high-net-worth and ultra-high-net-worth clients. The position is centered on growing assets under management by offering customized financial guidance and product recommendations.

Key Responsibilities

The role involves acquiring and managing HNI and Ultra HNI relationships, understanding client requirements, and proposing suitable investment solutions that help expand AUM.

Investment Focus

Advisory and product recommendations will cover mutual funds, portfolio management services, alternative investment funds, bonds, equities, and other structured investment products.

Candidate Profile

The ideal applicant should have at least 2 years of experience in sales or wealth management, specifically handling HNI clients, along with strong knowledge of sales/wealth management, capital markets, and investment products.

Qualifications

Post-Graduation is required for this role. The eligibility section also states that any graduate can apply.

Additional Information

For enquiries, contact Ruhi at 9380523441.

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