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11/09 Sweta
HR Recruiter at Skill2Source Consultancy

Views:74 Applications:53 Rec. Actions:Recruiter Actions:2

Wealth Manager/Portfolio Manager - Sales - BFSI (2-7 yrs)

Bangalore Job Code: 176197

Designation :

Roles and Responsibilities :

- New client acquisition and existing client engagement

- Creating and executing sound financial plans for clients

- Generating revenues through aligning appropriate financial instruments to meet clients- financial goals

- Providing timely and sound financial advice to maximize client benefits

- Ensuring active client engagement and participation in financial planning through after sales service and client outreach

- Representing the organization in public and corporate sponsored events

Qualification :

- Post graduate in any discipline

- Certified Financial Planner (CFPCM)/Certifications in NISM X-A and X-B, a plus

Additional Skills :

- Min 3 years- experience in a sales-oriented role in the financial service industry

- Should have handled all types of products - Equity, MF, Insurance, Debt, etc.

- Good analytical skills

- Excellent communication skills

Characteristics for success at PeakAlpha

- Strong entrepreneurial drive

- Willingness to try new ideas and take calculated risks

- Ability to be a guide and advise clients and help them understand the need for and the way to plan their finances

- Excellent communication skills

Reporting to : Director, Sales

Location : Bangalore

Travel : Minimal within the city


Competitive with a very lucrative bonus and incentive plan

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