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Wealth Manager - Sales (4-10 Yrs) Kolkata/Hyderabad (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Note:- PMS Sales, MF Sales, Open Market, HNI, AUM, B2C SalesWealth ManagerKey Responsibilities & Accountabilities :- Will be responsible for primarily selling Equity based investment products.- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.- Responsible for achieving targets as assigned by the organization on a monthly basis.- Provide regular updates to the immediate superior as and when required.Required Education, Skill Set & Knowledge :- Graduate / Post graduate- Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales.- Candidates having AUM (Asset under Management) size of 20cr & above and connecting among HNIs, will have advantage.- Should have good communication & presentation skills.- Pleasing and positive attitude.- Should be a self-starter, proactive & target oriented.- Relationship building skillsKaran Anand6397202494 (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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