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13/05 Ankita
Partner at Morpheus Human Consulting Pvt Ltd

Views:198 Applications:96 Rec. Actions:Recruiter Actions:27

Manager - Wealth Management - HNI Acquisition - Bank (3-6 yrs)

Delhi Job Code: 119166

A Leading Investment Advisory company requires a Sr. Manager - Wealth Management - HNI Acquisition and the responsibilities include

Job Title: Manager - Wealth Management - HNI Acquisition - New Delhi

Job Responsibilities :


- Will be responsible for primarily selling Equity based investment products.

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Provide regular updates to the immediate superior as a when required

Key Skills :

- Equity/ Mutual Fund sales experience is preferred.

- Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have an advantage

- Pleasing and positive attitude.

- Should be a self-starter, proactive & target oriented.

- Relationship building skills

Mandatory :

- Should have good communication & presentation skills

- They must a good database of strong customers

- Candidate should have a database of HNI/UHNI Clients. (Company will not provide any leads to them, they have to generate by themselves)

- HNI Clientele handling experience ..Min Book size handled should be nothing less than 20 Crores. ( HNI AUM only)

- Exposure in Wealth Products- Major exp should be in Mutual Funds/ Equities

- Core Sales Experience required - Acquisition Role

- Focus on Good Brands - Banks, Investment Banks, Broking and Investment Companies.

Industry : Financial Services, Capital Markets, and Banking (Please ignore candidates from Loan & Insurance background)

Gender: Open

Experience : 3+ yrs in HNI Acquisition and porfolio Management (Mutual Fund and Equity)

Job Location : New Delhi

Working Days : 6 days (Flexi Hours)

Reporting to : RSM

Qualification : Graduate / Post Graduate

CTC : upto 8 Lacs

Notice Period : Immediate to 30 days

Relocation candidates : No

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