Wealth Advisor - Pune, Maharashtra, India - Nuvama Wealth and Investment pvt ( Edelweiss)
1 week ago
Description
About the Company:
Nuvama Wealth and Investment Limited (Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading facility. We are one of the leading Stock broker and distributor in India. We offer our broking services through our proprietary state of the art Website, Mobile Application, Terminal and API based trading platforms. Our Company has over 0.3 million of active client base and ₹ 1.5 trillion of client assets spread across wide number of active broking accounts as of March 31, 2022.
Job Title:
- Wealth Relationship Manager
Location -Pune, Mumbai
Budget - Up to 18 LPA
Roles and Responsibilities of Wealth Relationship Manager:
- 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 target.
- Responsible for product penetration and increasing clients wallet share.
- Identifying prospective clients & acquiring new clients.
Required Profile for Wealth Relationship Manager:
- Should have at least 2-3 Years of experience handling into sales
- Any Graduate / Post Graduate with relevant Experience
- Good relationship management and service focus skills
- Good communication and presentation skills
Contact:
HR Sherly
key words:
Relationship Manager, Relationship Officer, Deputy Manager, Wealth Relationship Manager, Investment Advisor, Stock market, Mutual funds, Relationship Executive, Deputy Relationship Manager, HNI client, ultra Hni client, wealth advisor, wealth management, PMS, AIF, Equity Sales, Field Sales, Mumbai, Insurance, Client handling,
Application Question(s):
- What is the maximum no. of your AUM ?
Experience:
- Wealth product Sales: 1 year (required)
Work Location:
In person
Speak with the employer
- 91
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