Location
Indore | India
Job description
Company Description
SkillGenic is an AI-based smart recruitment portal that streamlines and optimizes the recruitment process for organizations. Located in Indore, our platform uses advanced artificial intelligence and machine learning algorithms to help businesses find the most qualified candidates quickly and efficiently.
Role Description
This is a full-time on-site role for a Wealth Manager at SkillGenic in Indore. The Wealth Manager will be responsible for financial planning, investment management, investments, and providing insurance advice to clients on a daily basis.
Salary :- Upto 14LPA
Experience :- Upto 3 years experience in handling HNI Clients
Interview Rounds :- 3 Rounds
Immediate Joiners Job Role: * Acquisitions of HNI Clients by tracking Affluent & Super Affluent client segment in the
market for new clients.
* Maintaining client relationship and generate AUM from proffered clients.
* Advising Affluent clients on their investments and managing their overall financial portfolio
and depending the wallet from the existing clients.
* To research, investigate and update them on available investment opportunities / financial
market trend to determine whether they fit into client's portfolios.
* To coordinate with the product and research team for taking investments decision for the
clients as per their financial requirements.
* To conduct and assist the organizing seminars, workshops and other business
development activities
.
Must have some add-ons: * Should be from a similar background and relevant experience of min 3 years. (HNI Sales
skills)
* Confident and smart personality helps in cater the high-ended customers.
* Excellent communication skills.
* Immediate joining will be an added advantage.
* Familiar with the terms of PMS, Equity, MF etc.
Job tags
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