Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
08/11 Agnelo Cardozo
Recruitment Manager at Successwrks HR Solutions

Views:34 Applications:14 Rec. Actions:Recruiter Actions:3

Manager - Wealth Management - HNI Acquisition - Investment Advisory (3-9 yrs)

Hyderabad Job Code: 97622

Wealth Manager - Institutional & Channel Sales - Wealth Management - Begumpet - Hyderabad


Job Description: A Leading Investment Advisory company requires a Manager - Wealth Management - HNI Acquisition and the responsibilities include :


Job Title: Manager - Wealth Management - HNI Acquisition - Begumpet - Hyderabad


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: 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

- 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 of Sales experience in direct selling of financial products from any financial services industry.

Job Location: Begumpet - Hyderabad

Working Days: 6 days (Flexi Hours)

Reporting to: RSM

Qualification: Graduate / Post Graduate

CTC: upto 8 Lacs

Notice Period: Immediate to 30 days

Add a note
Something suspicious? Report this job posting.