Wealth Manager - Sales - Bank (5-10 Yrs) Maharashtra (BFSI Sales) by KARYARTH
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नौकरी का सारांश
Wealth Manager - Sales - Bank (5-10 Yrs) Maharashtra (BFSI Sales) by KARYARTH
वेतन - चर्चा योग्य
नौकरी का प्रकार - ऑफिस से फुल टाईम नौकरी
रोजगार का प्रकार - कंपनी के पेरोल पर नौकरी
Updazz.com (July-2017 से पंजीकृत) ने 14 दिन पहले इस नौकरी को पोस्ट किया था
नौकरी के लिए आवश्यक मानदंड
न्यूनतम अनुभव - फ्रेशर
कौन आवेदन कर सकता है - पुरुष / महिला दोनों
नौकरी का विवरण
THE ROLEYou will be responsible for- Responsible for acquiring & advising HNI clients.
-Study and have a thorough knowledge of the client s investments.
-Establish a pathway for sales growth via client meetings or virtual presentations.- Responsible for arranging and assisting seminars, workshops, and other business events.- Be updated with the market trends.- Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management.- Fostering client relationships and increasing assets under management from potential clients.
-working closely with the research team, financial planning dept, product, and operations team for current investments and coordinating to make investment decisions for the clients.QUALIFICATIONS- Equity/finance advisory background is a must- Mandatory certification required: NISM XA & XB- Minimum of 5 years of experience- Experience in managing HNI clients (ticket size of 1 Cr)- Sales negotiation skills - Updated knowledge of financial market trends and services - Communication and virtual meeting skills (ref:updazz.com)
Payroll Type : Permanent
-Study and have a thorough knowledge of the client s investments.
-Establish a pathway for sales growth via client meetings or virtual presentations.- Responsible for arranging and assisting seminars, workshops, and other business events.- Be updated with the market trends.- Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management.- Fostering client relationships and increasing assets under management from potential clients.
-working closely with the research team, financial planning dept, product, and operations team for current investments and coordinating to make investment decisions for the clients.QUALIFICATIONS- Equity/finance advisory background is a must- Mandatory certification required: NISM XA & XB- Minimum of 5 years of experience- Experience in managing HNI clients (ticket size of 1 Cr)- Sales negotiation skills - Updated knowledge of financial market trends and services - Communication and virtual meeting skills (ref:updazz.com)
Payroll Type : Permanent
कंपनी प्रोफाइल
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पता : Mumbai, Maharashtra, India
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