Wealth Manager

Location

Indore | India

Job description

Company Description

SkillGenic is a revolutionary AI-based smart recruitment portal that uses advanced artificial intelligence and machine learning algorithms to streamline and optimize the recruitment process. The platform helps organizations find the most qualified candidates in the shortest amount of time, thereby saving time and resources. SkillGenic also offers a range of advanced features and tools to help manage and optimize recruitment efforts.

Role Description

Job Title: Wealth Manager

Location: Indore

Experience: Minimum 3 years in handling HNI clients

Salary: Up to 12 LPA

Gender: Any

Interview Rounds: 3, Face to face

Immediate joiners preferred

Position Summary:

We are seeking a talented and experienced Wealth Manager to join our team in Indore. The ideal candidate will have a proven track record of acquiring and managing High Net Worth Individuals (HNI) clients. The primary responsibilities include client acquisition, relationship management, portfolio advising, and staying updated with market trends. The candidate should possess excellent communication skills and a strong understanding of investment products such as Portfolio Management Services (PMS), Equity, Mutual Funds, etc.

Responsibilities:

- Acquire HNI clients by targeting Affluent and Super Affluent segments in the market.

- Build and maintain strong client relationships to generate Assets Under Management (AUM).

- Provide investment advice to Affluent clients, managing their financial portfolios, and expanding wallet share from existing clients.

- Research, investigate, and update clients on available investment opportunities and financial market trends.

- Collaborate with the product and research team to make investment decisions aligned with client requirements.

- Organize seminars, workshops, and other business development activities to promote wealth management services.

Requirements:

- Minimum 3 years of experience in HNI sales or wealth management.

- Confident and smart personality with the ability to cater to high-end customers.

- Excellent communication skills, both verbal and written.

- Immediate joining will be an added advantage.

- Familiarity with Portfolio Management Services (PMS), Equity, Mutual Funds, etc.

Join our team and become part of a dynamic environment where you can utilize your skills to help clients achieve their financial goals. Apply now!

Job tags

Salary