Wealth Manager - Sales - Bank

Karyarth

Navi Mumbai, Maharashtra

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 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... More Detail

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