Premier Wealth Manager

  • Full-time

Company Description

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 Description

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


Additional Information

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