Job Description

Senior Wealth Manager

Profile insights
Here’s how the job qualifications align with your profile.
Skills

Sales
 
Job details
Here’s how the job details align with your profile.
Pay

₹10,00,000 – ₹18,00,000 a year
Job type

Full-time
 
Location
Goregaon, Mumbai, Maharashtra
 
Full job description
Responsibilities:

Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketanalysis, and referrals.
Sales & Advisory: Sell in-house PMS and other third party products including MutualFunds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
Relationship Building: Develop and maintain strong relationships with clients to meettheir financial needs and expand AUM.
Target Achievement: Achieve set targets for client acquisition, business volume, andassets under management (AUM).
Desired Profile:

Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of ₹20 crores+.
Product Knowledge: Expertise in PMS and key investment products.
Skills: Excellent interpersonal skills and a strong ability to attract and secure new clients.Qualifications: Relevant degree in Finance or a related field
Job Type: Full-time

Pay: ₹1,000,000.00 – ₹1,800,000.00 per year

Work Location: In person