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Hiring Wealth Managers @ Unidus Services

Home > Sales / BD

 Hiring Wealth Managers

Job Description

    Dear Candidates,

                               Greetings 

     

    Advisory and Relationship Management

    . Maintaining client relationships and generate Asset Under Management (AUM)
    from preferred clients.
    . Advising Affluent clients in conjunction with the Research team , Financial
    planning department , operations team etc on their existing investments and
    managing their overall financial portfolio and deepening the wallet from existing
    clients.
    . To coordinate with product and research team for taking investment decision for
    the clients.


    Candidate

    . Good ability to analyse client data, identify trends, create lasting impressions
    through impactful presentations are necessity for the job.
    . Candidates having experience in managing HNI clients & good Personal and
    Virtual meeting skills may only apply.
    Impeccable sales skills to handle HNI clients.
    . Good Sales negotiator and able to close high ticket sales.
     Good knowledge of Equity Markets and other Investment assets.

     

    Please Feel free to Call or WhatsApp Your Resume at hidden_mobile

    Email:- hidden_email

     

    Regards,

    Susmita Boruah

    hidden_mobile

    hidden_email

    Please don't be greedy to share references ,your one reference can save my Job.

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Hiring Wealth Managers

Contact Details:

Company: Unidus Services
Location(s): Bengaluru

+ View Contact

Keyskills:   client aquisition new client acquisitions relationship building

 Fraud Alert to job seekers!

₹ 5 to 10 Yr

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