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    Wealth Manager - Delhi, India - TIGI HR ®

    TIGI HR ®
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    Description

    Title: Wealth Manager

    Location: Delhi & Delhi NCR

    Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking

    CTC: Up to 1 lac per month

    Experience: 5-15 Years

    Notice Period - Immediate to 30 days

    Roles & responsibilities

    • Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies
    • Preparing reports and presentations for investor awareness and client engagement
    • Educating potentials clients regarding the various services offered by the firm in an office or online meeting
    • New client conversions

    Miscellaneous Details

    • Mon to Fri full day working (9:30 am to 6:30 pm)
    • Work from Office Role; Meeting clients face to face when required
    • You will be working directly with the founders in the core team
    • Must have experience dealing with HNIs/UHNI
    • Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM

    Eligibility Criteria

    • Work Experience: Min. 5 years & Max 15 years in Sales/Wealth Management/Banking
    • Work Profile Acquiring HUI/UHNI clients in wealth/portfolio management/mutual funds/financial planning
    • Good Written and Spoken English Communication Skills
    • Candidate must be From Finance Background
    • Must be Graduate/Post Graduate
    • Candidates must be from Delhi/Delhi NCR Location
    • Candidate must have NISM Certificate
    • Presentable; Good Interpersonal skills; quick learner, ownership mindset

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