Manager/Senior Manager
Job Description:
Department- Wealth Management
Position- Manager/Senior Manager
5 Days work form office
timings : 10AM-7:00 PM
Required Experience- Not less than 4-5 years (Age 32-37 Years)
Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software
Primary Responsibilities
- Business Development and Relationship Management in Wealth Management.
- Actively pursue business development opportunities and strive to achieve and surpass business development targets set by management.
- Good business development person with contacts with high net worth individuals and Corporates and flair for new client acquisition.
- Would have to contribute to the existing AUM by acquiring new HNI, Ultra HNI and Corporate Clients.
- Be active in developing new business for Wealth Management Team.
- Would have to distribute Mutual Funds and other Financial products to HNI, Ultra HNI and Corporates.
- Maintaining a good rapport with new clients so as to get good business and more referrals from them.
- Giving solutions to clients for any financial need with regards to wealth management.
- Reaching out to prospective clients using web based search and self sourcing.
Key Skills :
Company Profile
They are a SEBI-registered Category I Merchant Banker providing comprehensive --- ---, including investment banking, corporate finance, and wealth management. With expertise in capital markets, stressed asset management, and advisory solutions, they support businesses in achieving sustainable growth. Their presence spans multiple cities across India, enabling them to serve clients with a strong local and national reach.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.