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15/06 Ankita
Recruitment Consultant at Maxus HR Solutions

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Wealth Manager Premier - Insurance/Banking (3-15 yrs)

Delhi/NCR/Mumbai/Bangalore/Hyderabad/Gurgaon Job Code: 1070

Job Responsibilities:

- Managing Emerging affluent / HNI clients and cater to their financial requirements

- Provide them with Investment products & Services basics of their goals/ objectives and risk appetite and increase their wallet share with the company

- Acquiring new clients through reference and other sources & grow the overall relationship

- Achieve budgeted targets while marinating a healthy product mix (MF, Equity, Wealth & PSG/HL)

Desired Skills & Experience:

- Client engagement skills

- Good knowledge of Financial Markets (MF, Wealth & Equity)

- At least 3+ years of work experience in either in Insurance or in banking sector.

- Should have at total experience from 4-15 yrs in bfsi or nbfc sector.

Job Type: Full-time

Salary: upto 10 Lacs PA

Required experience:

Insurance: 3 years

Banking insurance: 1 year

Required education: Bachelor's

Required language: ENGLISH

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