Job Description
Greetings from IIFL HR team!
We are looking for Wealth Manager profile.
Job Description:
* Acquisition & managing High Net Worth / Ultra High Net Worth customers
* Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
* Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
* Ensure highest levels of customer service to these HNI customers.
Interested candidates please send their resumes on
pr**********a@ii*l.com
Required Candidate profile
Desired profile :Minimum Graduate with atleast 3 years of Experience.
Should be from Banking / Broking / Insurance industry / Wealth will be preferred for this position.
Excellent Communication Skill
Perks and Benefits
Negotiable
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Financial Services/Stock Broking
Role: Financial Services/Stock Broking
Employement Type: Full time
Education
Under Graduation: Any Graduate, Any Graduate
Post Graduation: Any Postgraduate, Any Postgraduate
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: India Infoline Limited
Location(s): Delhi, NCR
Website: http://www.indiainfoline.com/
Keyskills:
wealth
equity advisory
hni acquisition
cross selling
demat
hnw
mutual fund sales
equity sales
hni sales
financial products
relationship management
direct selling
pms
client acquisition
aum sales
mf
portfolio management
wealth management