Wrm nuvama delhi - Delhi, India - Kaapro Management Solutions

Kaapro Management Solutions
Kaapro Management Solutions
Verified Company
Delhi, India

1 week ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Opening: 50 Nos


  • Job ID:

Employment Type:

Full Time- Reference:
Work Experience: 2.0 Year(s)

To 12.0 Year(s)- CTC Salary: 5.00 LPA TO 13.

00 LPA- Function: BFSI, Investments & Trading- Industry: Banking/Financial Services- Location:


  • Delhi
Posted On: 08th Sep, 2023


Roles and Responsibilities:


  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
  • Manage clients through client visits, suggest financial products to the clients and achieve business targets.
  • Responsible for product penetration and increasing client's wallet share. Identifying prospective clients & acquiring new clients.

Required Profile:


  • Should have at least 4 Years of experience handling Wealth Product Sales.
  • Any Graduate / Post Graduate with relevant Experience.
  • Good relationship management and service focus skills.
  • Good communication and presentation skills. Investment Product knowledge is mandatory.

Key Skills:


  • Wealth Manager
  • Hni Acquisition
  • Portfolio
  • Portfolio
Management

  • Mf
  • Bonds
  • Fd
  • Fixed Deposits
  • Mutual Fund

Company Profile:


and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India's largestplatforms, servicing over 2,400 of India's -iest families as well as ~670,000 affluent and high net-worth individuals.

This presently includes Investment -, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio - business, Depository participant, Debt Syndication; Securities trading and advisory.

The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.
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