Premier Wealth Manager

Job Title: Premier Wealth Manager

Department: - Premier Wealth Team

Experience- 2 to 6 yrs

Qualification- MBA

Location:-Bangalore

Key Responsibilities

• Responsible for catering the investment needs of clients by providing them research based advises
• Interfacing all queries of clients and understanding their investment needs
• Taking care of portfolios of clients and providing them Investment solutions
• Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
• Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
• Advise clients on their product requirement to maximize their investments.
• Develop new relations through referencing & other sources.
• Provide Market feedback (new product, pricing, competitor’s activity etc).

Job Specification:-

• Candidate should have experience of managing / acquiring wealth & retail customers.
• MBA from Tier 3 institutes with 2+ years’ experience in mass affluent customers.

If interested please send your UPDATED Profile with below mentioned details.

Current CTC:

Expected CTC:

Notice Period:

Reason for Job Change:

With Regards,

Reshmi-HR Recruiter

Aarna HR Solutions

Mob No: : 9902579718

All your information will be kept confidential according to EEO guidelines.