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Manager - Wealth

Job Code:
1,200,000 To 2,000,000 Monthly
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Job Details

As a Wealth Manager - what you will be doing Acquisition & managing High / Ultra High Net Worth customersCross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirementsAnalyze 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 As a Wealth manager - what you need Excellent written and verbal communication skills Proven ability to think clearly, analyze quantitatively, problem-solve, scope requirements and prioritize Prior experience in a portofolio management in diverse wealth products As a Wealth Manager - what you get The opportunity to work with an agile company that is impacting millions of lives daily An open and transparent office where people are excited to come to work everyday > Package up to 18 lakhs An opportunity to earn a huge incentive So, if you are a high energy Wealth Managerwith a strong sense of ownership over deliverables and campaign optimization interested in joining a vibrant and quickly growing company that is improving millions of lives, apply now!Please share your cv at syed@sanmconsultancy.comwith following details Current CTCContact No.Role DetailExp CTCNotice PeriodInterview Date and time Meet San Management Company - Staffing and Recruiting - 11-50 employeesSan management is a different kind of recruiting agency. We know, we know. Youve heard it before. Everyone says they re different. But, San managementtruly is different. Why? Unparalleled Service, Insight, and Intelligence. We take all of the common complaints from clients, candidates, and recruiters alike regarding working with recruiting agencies and simply do better. We provide impeccable service, invaluable insight and market data, and best-in-class knowledgeable recruiters to help make the hiring/job seeking process as enjoyable and effective as possible. Our hope is to build long-lasting relationships by providing clients and candidates with impeccable service and valuable information to aid them in their searches. RegardsSyed San management 9990164275
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 8-13


Broker | Portfolio/Fund Mgmt | Relationship Mgmt | Accounting/Financial Products
Applying for this job will take you to an external site


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