Wealth Manager

Role & responsibilities

• Generating Leads and conversion of leads into business.
• Acquiring and managing HNI/SME, Affluent clients and individuals.
• Maintaining in depth knowledge of company products and services.
• Building and maintaining strong relationships with potential and existing clients.
• Meeting sales/revenue targets.
• Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.

Preferred candidate profile

• Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage.
• Fixed CTC
• Variable: Annual Performance Based Incentive, linked to a wealth book managed.
• Travelling expenses of client meets will be reimbursed.
• Group Health Insurance benefits as per company policy.