Wealth Manager

Role & responsibilities

• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as an when required.

Preferred candidate profile

• Graduate/ Post Graduate
• 2-5 Years of experience in wealth products.
• Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity.

Perks and benefits

• Flexible Working
• Health and Life Insurance
• Industry based in class Incentive structure
• Work life Balance