wealth manager Jobs in Delhi,Faridabad,Gurgaon - CREST
Job Description
- To acquire UHNI / HNI / SME / Institutional / Corporate Relationship for Advisory andprovide wealth management services.
- Understanding of Fixed Income / Equity.
- Wealth Management.
- Should be able to pitch Wealth Products to Corporate / HNI Clientele.
- Capable of doing Cross Selling – Should be able to do Cross Selling of Financial Products to Clients.
- Strong Presentation and Influencing.
- Good Communication Skills.
- Should have excellent Communication skills.
- Under wealth management we will be offering Mutual Fund Products (Debt Schemes /Equity Schemes), PMS Products (Portfolio Management Services), Fixed Deposits and Fixed Income Products (Placement of Bonds / Placement of Tax Free Bonds etc).
Job Particulars
Role others
Education Any Graduate
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id514387
Job Category Analyst / Analytics , Logistics / Transportation
SkillsField Sales
Locality Address
State Haryana, Maharashtra, Uttar Pradesh, Delhi
Country India
About Company
A Leading Broking Company is looking for “RELATIONSHIP MANAGER” your location.PFB, the detailsPosition title:- RELATIONSHIP MANAGERExperience:- Minimum 6 months in Equity salesSalary:- 3 L.P.A.Reporting to:- BRANCH HEADRole:- IndividualJob Responsibilities:-- ADVISE THE CUSTOMERS TO INVEST IN EQUITY- OPENING OF DEMAT ACCOUNTS- Acquiring new clients FOR investing in stock market- Cross sell the other financial products of the companyPersonal Attributes:-- Good communication & presentation skills- Good knowledge in investment product.
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