Recruiter Associate at Changeleaders
Views:2 Applications:0 Rec. Actions:Recruiter Actions:0
Wealth Manager - Sales - Bank (4-15 yrs)
Desired Candidate Profile:
- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading - Equity, Commodities & Currency.
- Preferably handling AUM of 20cr.
- Should have excellent social/ interpersonal skills
- Should be okay with Client Acquisition (B2C).
Role: IC & Team handling (B2C)
Roles and Responsibilities:
- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references
- Maintain client relationships and generate AUM from HNI/Ultra HNI clients
- Achieve the financial goals of the clients through various product line
- Key products are - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities &
- Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured,Real Estate advisory
- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio
- Coordinate with product and research teams to taking investment decisions for the clients
- Achieve budgeted targets in terms of the number of clients/volume of business & assets
- Share regular communications with clients regarding information, research, and material of the organization.
