Wealth Manager

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