Wealth Manager - Hyderabad, India - ALPHA SQUARE ACADEMY

Description

Company Description

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Role Description

This is a full-time hybrid role for a Wealth Manager at ALPHA SQUARE WEALTH. Through understanding of financial markets, investment and wealth products, ability to analyse HNI clients, financials portfolios and provide solutions accordingly. Direct selling of Wealth products like PMS. Equity, Mutual Funds.This role is located in Hyderabad, Cheenai, Banglore with flexibility to work from home or Hybrid module.

JOB DESCRIPTION:

• Accountable for acquisition of High net worth clients
• Experience in managing investments
• Knowledge of Mutal fund is the must
• Responsible for identifying customers needs and assessing their risk appetite
• Responsible of crossing selling products like MUTUAL FINDS, PMS to the exiting set of customers
• Responsible to achieve targets on the monthly basis.
• Strong communication and interpersonal skills
• Able to work independently and as part of a team
• Knowledge of tax planning and estate planning is a an added advantage.
• Minimum 1 year experience in managing wealth products. Fresher can apply too.
• Salary is not a constraint for the right candidates.
• Good Incentive plan plus travelling reimbursement.
• PLEASE NOTE THAT THIS IS FOR SALES PROFILE.