Private Wealth Manager

Private Wealth Manager

Ashok Nagar, Bangalore

3 years

Wealth ManagementSalesPortfolio ManagementBusiness DevelopmentClient AdvisoryAlternative Investment Fund (AIF)Investment AdvisoryMutual FundsHNI Client Management

Job Description:

  • Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.
  • He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
  • Promote Focus Product of the month.
  • Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.
  • Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.

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