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    Wealth Manager - Pune, India - Vebotics Square Services

    Vebotics Square Services
    Vebotics Square Services Pune, India

    1 week ago

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    Description
    Wealth Manager


    Acquisition of Wealth Clients:

    • Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
    • Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.
    • Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .
    • Minimum Entry level Portfolio amount would be Rs 1 crore and above.
    )

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