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16/09 Karishma Sethi
General Manager at Bolt-On Global Solutions

Views:51 Applications:17 Rec. Actions:Recruiter Actions:4

Wealth Manager - Sales - Financial Services (1-3 yrs)

Gurgaon/Gurugram/MP/Indore Job Code: 91065

Hiring for a reputed Client in the Financial Services business. Client is 27 years in the business with PAN India presence.

Job Responsibilities:

- Managing the High Net Worth customers.

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs.

- Ensuring the highest levels of service to the clients.

- Providing financial planning & investment advice.

- Acquisition of High Net Worth customers.

- Team Management.

- Looking for candidates with min of 1 year of experience in handling HNI clients. Should have knowledge of Equities, MF, Stocks and other financial products.

- Must have good communication skills

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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