Premier Wealth Manager
Aarna HR Solutions Pvt Ltd
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Greetings!!
Aarna HR Solutions is a Human Resource Recruitment Company providing services to Various IT, ITES and Non- IT companies across India. Aarna HR Solutions strive towards hiring the best and the brightest talent in the industry. We hire individuals with a strong sense of pride in their performance, team spirit, and a desire
We have openings for " Premier Wealth Manager” with “a reputed client for Bangalore Location..
Job Title: Premier Wealth Manager
Department: - Premier Wealth Team
Experience- 2 to 6 yrs
Qualification- MBA
Location:-Bangalore
Key Responsibilities
- Responsible for catering the investment needs of clients by providing them research based advises
- Interfacing all queries of clients and understanding their investment needs
- Taking care of portfolios of clients and providing them Investment solutions
- Generating business from the existing accounts and achieving profitability and increased sales growth, identifying prospective business and establishing strategic partnership & alliances
- Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target.
- Advise clients on their product requirement to maximize their investments.
- Develop new relations through referencing & other sources.
- Provide Market feedback (new product, pricing, competitor’s activity etc).
Job Specification:-
- Candidate should have experience of managing / acquiring wealth & retail customers.
- MBA from Tier 3 institutes with 2+ years’ experience in mass affluent customers.
If interested please send your UPDATED Profile with below mentioned details.
Current CTC:
Expected CTC:
Notice Period:
Reason for Job Change:
With Regards,
Reshmi-HR Recruiter
Aarna HR Solutions
Mob No: : 9902579718
All your information will be kept confidential according to EEO guidelines.
Summary
Manage client portfolios, provide investment advice, and generate new business in wealth management.
Job title
Premier Wealth Manager
Experience level
2+ years
Industry
hr solutions
Location requirements
Bangalore, remote work not specified
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Bengaluru, Karnataka, India