Job Overview
About Company:
Mumbai based Leading Equity & Commodity Broking Company. It is a Member of National Stock Exchange Ltd, Bombay Stock Exchange Ltd, MCX & NCDEX with extensive reach throughout the country, servicing approx. 30000 investors. It has strong presence among HNI & NRI community. Satco Capital Market Ltd also manages a robust PMS product which is rated among the leading wealth creators for investors across its peers.
Designation: Wealth Manager. (B-2-C)
Department: Wealth Management.
No of Position: 2.
Qualification: MBA/PGDBM/ BMS /CA, CFP, CFA, etc
Gender: Male/ Female.
Experience: Candidate with 4-10 years experience in the industry.
CTC: As per Industry standard plus excellent performance-linked Incentives.
Skills Required :
– Excellent analytical, negotiation & inter-personal skills.
– Should be a result-oriented
– Should possess strong networking & relationship building skills.
– Excellent organizational and multitasking abilities A team player with leadership skills,
Job Description :
– Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.
– Managing a decent size of client AUM across different financial products.
– Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.
– Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients
– Ability to cross sell products based on risk profile and suitability.
– Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.
– Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables.
Job Type: Full-time
Salary: Up to – 1,000,000.00 per year
Job Detail
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Offerd Salary₹50,000 - ₹100,000
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Experience4 Years
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GenderBoth
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QualificationMBA