Wealth Manager

Hire Best Recruitment Company; Chennai District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Hire Best Recruitment Company seeks a wealth management sales professional in Chennai to cater to mass affluent clients by recommending products such as mutual funds, PMS, AIF, PE, SP, unlisted shares, bonds and direct equity and equity advisory services. The role focuses on delivering suitable investment solutions and building lasting client relationships.

You will actively target HNI clients, drive investor acquisition in the assigned area and work toward achieving defined AUM targets within a

Qualifications

• 4+ years in sales/wealth management handling HNI clients.
• Preferred background: Wealth Management, Banking, Investment Counselling.

Responsibilities

• Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products.
• Meet the required AUM, investor acquisition and AUM targets for the given area.

Skills

Wealth management sales

HNI client handling

Investor acquisition

Job description

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products. Meet the required AUM, investor acquisition and AUM targets for given area.

Required Candidate profile

• Experience: 4+ Years in sales/wealth management of handling the HNI clients.
• Preferred industry back ground: Wealth Management, Banking, Investment Counselling