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Hiring Wealth Manager for a Reputed Brand

5.00 to 10.00 Years   Delhi   11 Dec, 2020
Rookie Spot Hiring For Prudent Cas
Job LocationDelhi
EducationNot Mentioned
SalaryRs 5 - 12 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

Dear Candidates,Hope you are keeping good health and safety.We are hiring for our client named asPrudent Cas. We are looking out for people having experience ininvestment products and services like Mutual Funds, Insurance or PMS etc.Please check the Job description and let us know if you are interested.Company: Prudent Cas Incorporated in 2004, Prudent Broking Services Pvt. Ltd. is a Stock Broking and Depository Participant. Company is a member with Bombay Stock Exchange (BSE), National Stock Exchange (NSE), MCX Stock Exchange (MCXSX) & Central Depository Services (India) Limited (CDSL). With solid research, well-trained people, State of the art infrastructure and Strong IT, Prudent broking is the fastest-growing company in the field of stockbroking.Position/Role: Wealth Manager Package: 5.0 Lac to 12.0 LacAnnually Job Location: Barakhamba, Delhi Educational Background: Graduation CompulsoryExperience

  • 5 yrs to 12 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory
  • Currently not working candidates will not be considered
  • Candidate must have experience in field sales services like Mutual Funds, Insurance or PMS etc.
  • Candidates holding experience from the same industry (MK global ,ICICI direct , ICICI Securities ,Bajaj Capital ,JM financial , Kotak ,NJ brokers etc)
  1. The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.
  2. The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like -Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance
  3. Business development through the acquisition of ultra high net-worth clients.
  4. Identifying customer needs and assessing their risk appetite.
  5. Achieving targets based on acquisition and revenue generation through all investment products.
  6. Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
The interview will be at the company location:If you are interested and can join within 1 month then please call at 7836940644 for more info

Keyskills :
structured productsfinancial marketsgeneral insuranceadvising clientsfinancial servicessales servicesstock exchangeasset allocationfinancial productsbankingbondsfield salesmutual fundsstock brokingpmssalesrevenue generationfinancial plann

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