Wealth Manager - Institutional Client - Stock Broking
Popular Placements Consultancy
Mumbai, Maharashtra, India ・ フルタイム
最初に応募しよう
- 経験
- どれでも
- 給料
- INR 600,000 – INR 1,200,000 / year
- 求人情報
- 1
- 投稿済み
- 1週間前
- 作業モード
- 在任中
- 教育
- 卒業生であれば誰でも
- 資格
- Graduates from any discipline are qualified to apply.
- 再開する
- 応募必須
勤務地
仕事内容
Role Overview
We are looking for a Wealth Manager to engage with Ultra High Net Worth Individuals (Ultra HNI) and Family Offices, offering comprehensive financial products including Mutual Funds, Fixed Deposits, Bonds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs). This position requires proactive fieldwork to develop and manage clientele while achieving targets related to revenue generation and asset under management (AUM) growth.
Key Responsibilities
- Promote and sell financial instruments such as Mutual Funds, Fixed Deposits, Bonds, PMS, and AIFs to Ultra HNI clients and Family Offices.
- Conduct field activities to build and maintain strong relationships with clients.
- Consistently achieve targets related to revenue and the increase of assets under management.
- Leverage an existing client portfolio comprising HNI, Premier Client Group (PCG), and Family Office clients.
Candidate Requirements
- Proven experience managing clients from HNI, Corporate Treasury, and Family Office segments.
- Strong understanding of equity broking and mutual funds.
- An existing client base within the HNI, PCG, and Family Office categories is essential.
- Qualified graduates eligible to apply.
Additional Information
This role is office-based requiring extensive field visits. Interested candidates are encouraged to send their CVs via email.