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wealth Manager Jobs in Bangalore - Icap Financial Services

wealth Manager
Icap Financial Services
Bangalore(Shivajinagar )
15000 - 50000 Per Month
Icap Financial Services
Last Date 23 Aug 2020
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Icap Financial Services - Job Details

Date of posting: 24 Jun 20

Job Summary:

We have Openings for Dynamic and target oriented Sales Professional, with proven record of accomplishment in wealth management / equity markets.


Responsibilities and Duties:

 

·         Hands on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationship.

·         Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds and insurance.

·         Assisting Affluent clients on their Investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and revenues.

·         To constantly engage with customers to identify their needs on non-equity products and position the product offerings to them.

·         To ensure constant dissemination of product information and features of all new products shifting to the existing HNI Clients.

·         Helping the clients with portfolio transfers.

·         Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.

·         Must be able to achieve stretched targets in a result-focused environment and must be able to generate new business based on acquisition and revenue generation through equity.

·         Responsible for cross selling products like Insurance, Mutual funds, portfolio Management Service (PMS).


Key Skills:
Good communication skills, HNI client acquisition, Stock Broking, Understanding financial preferences of the customer, Financial planning& analysis, Excellent service and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory.


Required Experience and Qualifications:

  • Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.

·         Please see that the candidates only from Bangalore can apply.

·         Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.

  • NCFM/NISM Certification is an added advantage
  • Must have the ability to work individually and as a group. Should be self-driven and target oriented.
  • Achieve best in class productivity in order to maximize the efficacy of the sales process.
  • Should act as a productive resource by fulfilling the budgetary expectations of the organization.

 

Job Type: Full-time

Interested candidates please share your updated resume via email.

 

Job Summary

Job Type : Full Time
Job Category : Diploma,BSc/BCA/BBM,Management
Hiring Process : Face to Face Interview
Who can apply : Freshers

About Icap Financial Services

Icap Financial Services is a leading wealth management firm in Bangalore.
 Icap Financial services provide an amazing platform for Investments in Equity and other Stock Market related Instruments. We are also among the most awarded franchise of INDIA INFOLINE LTD (IIFL).  
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This posting is done directly & exclusively on Freshersworld.com. We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us info@freshersworld.com
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Icap Financial Services recruiting wealth Manager candidates nearby Bangalore(Shivajinagar ).Icap Financial Services vacancies for wealth Manager is recruited through Written-test, Face to Face Interview etc.
Icap Financial Services Company recruits a lot of candidates every year based on the skills . The candidates with ME/M.Tech, M.Com, BBA/BBM, BSc, BCA, MBA/PGDM, BE/B.Tech, MS, 12th Pass (HSE), PG Diploma, MSc, Diploma, B.Com, MCA are selected to full fill the vacancies in Management Trainee job field. The candidates nearby Bangalore(Shivajinagar ) can apply for wealth Manager position in Icap Financial Services. All candidates should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to the Icap Financial Services recruitment, candidates are mostly chosen for the department of Management Trainee . To learn more about the current jobs and other details, it is better to go through official site of Icap Financial Services and Freshersworld. Find the latest jobs near you and near your home. So, that you don’t need to relocate. The Freshersworld is a leading employment portal that researches the official site of Icap Financial Services and provides all the details about the current vacancies, the application process, selection process, interview test details, important dates and other information. Search and apply for the top job positions in Icap Financial Services and near your city and get a secured career.