Job Description
Designation- Manager/ Sr Manager- Wealth Management
Job Profile:
• Develop and provide solutions to the client’s basis their requirements
• Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
• Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
• Initiate portfolio review of the existing investors in a timely manner
• Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
• Share regular updates with the investors with regards to the schemes, research papers, etc.
• Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
• Excellent socializing and relation building skills.
• Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client
• Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability
• Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit
• Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profiles
• Candidate Should have a minimum 3 years- 7 years years of experience in Wealth Management, Financial Planning & Investment Advisory.
• Possession of requisite certifications will be an added advantage
• Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
• Should have a proven track record of AUM generation.
Location- Delhi, Gurgaon, Noida,
Salary-7 lpa - 15 lpa
Interested Candidates can mail their resume- Gaurav. [email protected]
Thanx & Regards
Gaurav Singh
Sr AVP- Talent Acqusition
Job Profile:
• Develop and provide solutions to the client’s basis their requirements
• Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
• Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
• Initiate portfolio review of the existing investors in a timely manner
• Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
• Share regular updates with the investors with regards to the schemes, research papers, etc.
• Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
• Excellent socializing and relation building skills.
• Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client
• Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability
• Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit
• Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profiles
• Candidate Should have a minimum 3 years- 7 years years of experience in Wealth Management, Financial Planning & Investment Advisory.
• Possession of requisite certifications will be an added advantage
• Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
• Should have a proven track record of AUM generation.
Location- Delhi, Gurgaon, Noida,
Salary-7 lpa - 15 lpa
Interested Candidates can mail their resume- Gaurav. [email protected]
Thanx & Regards
Gaurav Singh
Sr AVP- Talent Acqusition
💡 Quick Summary
Seeking a career-building opportunity? The Urgent Opening- Manager/ Sr Manager- Wealth Management position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
