- Experience
- Any
- Salary
- INR 550,000 – INR 1,200,000 / year
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Applicants should be graduates from any discipline.
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
As a Wealth Manager, you will be instrumental in identifying and securing High Net Worth Individual (HNI) clients, delivering expert investment advice, and meeting specified Assets Under Management (AUM) and revenue goals. You will be responsible for promoting diverse financial instruments including Mutual Funds, Portfolio Management Services (PMS), Insurance, Equities, and Fixed Income products. Establishing and nurturing enduring client relationships while strictly adhering to all compliance and regulatory standards is a key aspect of this role.
Minimum education
Bachelor's Degree
Skills
How they work
Relationship Building