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Etherium v2

Premier Wealth Manager

Posted 7 Months Ago
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In-Office
Bengaluru, Bengaluru Urban, Karnataka, IND
Junior
In-Office
Bengaluru, Bengaluru Urban, Karnataka, IND
Junior
The Premier Wealth Manager is responsible for managing client investment needs, providing advisory services, and generating business through existing accounts. The role involves interfacing with clients, achieving revenue targets, and developing new relationships.
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Company Description

Greetings!!

Aarna HR Solutions is a Human Resource Recruitment Company providing services to Various IT, ITES and Non- IT companies across India. Aarna HR Solutions strive towards hiring the best and the brightest talent in the industry. We hire individuals with a strong sense of pride in their performance, team spirit, and a desire

We have openings for " Premier Wealth Manager” with “a reputed client for Bangalore Location..

Job Description

Job Title: Premier Wealth Manager

Department: - Premier Wealth Team

Experience- 2 to 6 yrs

Qualification- MBA

Location:-Bangalore

Key Responsibilities

  • Responsible for catering the investment needs of clients by providing them research based advises
  • Interfacing all queries of clients and understanding their investment needs
  • Taking care of portfolios of clients and providing them Investment solutions
  • Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
  • Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
  • Advise clients on their product requirement to maximize their investments.
  • Develop new relations through referencing & other sources.
  • Provide Market feedback (new product, pricing, competitor’s activity etc).

Job Specification:-

  • Candidate should have experience of managing / acquiring wealth & retail customers.
  • MBA from Tier 3 institutes with 2+ years’ experience in mass affluent customers.

If interested please send your UPDATED Profile with below mentioned details.

Current CTC:

Expected CTC:

Notice Period:

Reason for Job Change:

With Regards,

Reshmi-HR Recruiter

Aarna HR Solutions

Mob No: : 9902579718

Additional Information

All your information will be kept confidential according to EEO guidelines.

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