Property Share - Wealth Manager (3-10 Yrs)

Wealth Manager

Experience in Mutual Fund, Securities sales / advisory is a must

Responsibilities:
- Extend investment advice to prospects and raise capital for the listed investment opportunities.
- Develop strong product knowledge and manage existing investor relationship.
- Effectively manage all existing and new leads generated by you.
- Support investment professionals
- Partner with the investment advisors to ensure seamless experience for the client post your initial conversations.
- Collaborate cross-functionally to address client requirements
- Building and maintaining your client base.
Key Skills:
- Commitment towards making our customer successful
- Excellent computer, interpersonal and communication skills
- Ability to gather and use data
- Ability to work in a fast-paced environment
Experience:
- 3+ years
- Preferably with Sales / private wealth management experience.
- NISM XA / XB Certification
- Possess strong knowledge of the investment business and strong understanding of financial planning concepts
Remuneration: As per Company Standard's