PCG- Wealth Manager

Astha Banerjee; India; Remote; INR 350,000 - 550,000; Full time

Job summary

Astha Banerjee is seeking a wealth management professional to manage HNI client portfolios, perform financial assessments, and craft tailored investment plans. You will recommend MF, SIPs, insurance, bonds and FDs, review portfolios, drive client acquisition and AUM growth, and cross-sell products while monitoring team P&L.

Graduate with 2+ years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or related industry.

Qualifications

• Graduate
• 2+ years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or related industry.
• Good understanding of investment and wealth management products.

Responsibilities

• Manage HNI client portfolios and conduct financial assessments.
• Create investment plans and recommend MF, SIPs, insurance, bonds and FDs.
• Review portfolios, drive client acquisition and AUM growth, cross-sell products.
• Manage team P&L.

Skills

Wealth mgmt

Client acquisition

AUM growth

Cross-sell

Portfolio review

Education

Graduate

Job description

Manage HNI client portfolios, conduct financial assessments, create investment plans, recommend MF, SIPs, insurance, bonds and FDs, review portfolios, drive client acquisition and AUM growth, cross-sell products, and manage team P&L

Required Candidate profile

• Graduate
• 2 + years of experience in B2B sales, wealth management, financial services, mutual funds, broking, or a related industry.
• Good understanding of investment and wealth management products.