Job Description
Exp : 5 + Years
- Responsible for portfolio management of mapped HNI clients.
- Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Maintaining long-term relationships with existing/new clients for increasing the business of the company.
- Conducting investor awareness programmes and on-boarding HNIs and other clients.
- Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references,
- Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance Sales
- Full time Graduate/MBA with 2+ Years relevant exp in selling of financial products such as Mutual Funds, Equity & Debt Markets.
- Must have significant investment book.
- Must have Good Communication
- Responsible for portfolio management of mapped HNI clients.
- Financial Planning and Investment Advisory to clients through careful analysis and identification of customer needs and accordingly proposing appropriate products.
- Maintaining long-term relationships with existing/new clients for increasing the business of the company.
- Conducting investor awareness programmes and on-boarding HNIs and other clients.
- Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references,
- Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance Sales
- Full time Graduate/MBA with 2+ Years relevant exp in selling of financial products such as Mutual Funds, Equity & Debt Markets.
- Must have significant investment book.
- Must have Good Communication
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager | HNI Clients | Banking |5|10 yrs 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.
