Manager/enior Manager/AVP/Director - Wealth Management
Job Description
We are hiring for a Wealth Manager ( Manager/ Senior Manager/ AVP/ Directors - (as per their book size, experience and growth prospect) in a leading Private Wealth Management Firm dealing into HNI, UHNI on major 4 metros : Delhi /Mumbai /Pune & Bangalore.
Key Responsibilities:
- Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketa analysis, and referrals.
- Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
- Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).
Looking to get Placed? Try our Placement Guarantee Plan
- Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of - 20 crores+.
- Product Knowledge: Expertise in PMS and key investment products.
Qualifications: Relevant degree in Finance or a related field.
Skills
BFSI SalesWealth ManagementPmsAcquisitionCommoditiesInvestment ProductsPrivate Wealth ManagementSipWealth ManagementWealth ManagerIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
28 Jun 26, 07:17 PM IST
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