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Wealth Manager

2sr Innovations

Mumbai, Maharashtra, India · Tempo pieno

Sii il primo a candidarti

Esperienza
2+ anni
Stipendio
INR 700,000 – INR 1,500,000 / year
Aperture
1
Pubblicato
1 ora fa
Modalità di lavoro
In ufficio
Istruzione
Post-Graduation
Requisiti di ammissibilità
Any graduate can apply. The role is also described as suitable for candidates with post-graduate qualifications.
Riprendere
È necessario candidarsi

Dove lavorerai

Descrizione del lavoro

Role Overview

The organization is looking for a Wealth Manager to work with high-net-worth and ultra-high-net-worth clients. The position is centered on growing assets under management by offering customized financial guidance and product recommendations.

Key Responsibilities

The role involves acquiring and managing HNI and Ultra HNI relationships, understanding client requirements, and proposing suitable investment solutions that help expand AUM.

Investment Focus

Advisory and product recommendations will cover mutual funds, portfolio management services, alternative investment funds, bonds, equities, and other structured investment products.

Candidate Profile

The ideal applicant should have at least 2 years of experience in sales or wealth management, specifically handling HNI clients, along with strong knowledge of sales/wealth management, capital markets, and investment products.

Qualifications

Post-Graduation is required for this role. The eligibility section also states that any graduate can apply.

Additional Information

For enquiries, contact Ruhi at 9380523441.

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