Fisdom - Wealth Manager (7-15 Yrs) Anywhere In India/Multiple Locations (BFSI Sales) by FINWIZARD TECHNOLOGY PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 14 दिन पहले इस नौकरी को पोस्ट किया था

About the Role:We re looking for enthusiastic, agile, and young-at-heart Wealth Managers who thrive in a fast-paced, growth-driven environment. With an entrepreneurial culture that values transparency and keeping the customer first, we re seeking someone who brings energy, curiosity, and a passion for building lasting client relationships. If that sounds like you, this is the perfect place to grow and make an impact.Key Responsibilities:- Acquire, manage, and grow HNI client relationships to expand the AUM base.
-Offer personalized investment solutions across Mutual Funds, PMS, AIFs, Bonds,- Insurance, Structured Products, GIFT City, and Unlisted Investments.
-Deliver a seamless client experience across physical and digital channels.
-Review portfolios periodically and provide actionable recommendations for optimal asset allocation.
-Drive business results by achieving targets in AUM growth, revenue, and product diversification.
-Stay updated on financial markets and new products to offer informed advice.
-Ensure full compliance with documentation and regulatory requirements.If you re enthusiastic, agile, client-focused, and growth-oriented, join our entrepreneurial, transparent, and customer-first culture to make a real impact. (ref:updazz.com)

Payroll Type : Permanent