Wealth Manager

3 - 6 Years

Job Description

Job Description
  • Candidate will be responsible for Wealth Management Advisory.
  • Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
  • Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
  • Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
  • Ensuring customer satisfaction by customized and efficient support.
  • Innovating and exploring new products from time to time to achieve acquisition and revenue targets
  • Focus should be on AUM.

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time


Desired Candidate Profile

Desired Candidate Profile:

1. Self motivated, dynamic, target oriented & goals achiever who can work independently.
2. Should possess excellent communication skills & presentation skills.

3. Should be open to change and work in a healthy atmosphere.

4. NISM- V Qualified.

Company Profile

The Consulting Crew

The Consulting Crew is a team of expert professionals offering peerless Recruitment & Digital Marketing solutions. Our range of client services includes Permanent Staffing, Website design & development, Search Engine Optimization, Pay Per Click, Mobile Application Development & Social Media Marketing.
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Recruiter Name:Sneha Sharma

Contact Company:The Consulting Crew


Email :sharmasneha@theconsultingcrew.in,kritika@theconsultingcrew.in