Wealth Manager - Sales - Bank (5-10 yrs)
THE ROLE
You will be responsible for
- Responsible for acquiring & advising HNI clients.
- Study and have a thorough knowledge of the client's investments.
- Establish a pathway for sales growth via client meetings or virtual presentations.
- Responsible for arranging and assisting seminars, workshops, and other business events.
- Be updated with the market trends.
- Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management.
- Fostering client relationships and increasing assets under management from potential clients.
- working closely with the research team, financial planning dept, product, and operations team for current investments and coordinating to make investment decisions for the clients.
QUALIFICATIONS
- Equity/finance advisory background is a must
- Mandatory certification required: NISM XA & XB
- Minimum of 5 years of experience
- Experience in managing HNI clients (ticket size of 1 Cr)
- Sales negotiation skills
- Updated knowledge of financial market trends and services
- Communication and virtual meeting skills
