Wealth Manager

Key Responsibilities & Accountabilities :

• 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.

Required Education, Skill Set & Knowledge :

• Graduate / Post graduate

• Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/

Derivatives sales.

• Candidates having AUM (Asset under Management) size of 20cr & above and connect

among HNIs, will have advantage.

• Should have good communication & presentation skills.

• Pleasing and positive attitude.

• Should be a self-starter, proactive & target oriented.

• Relationship building skills