UP,Haryana,Uttarakhand,Rajasthan,Punjab,West Bangal,Orissa,Jharkhand,Andhra Pradesh,Kerala,Tamil Nadu,Karnataka,Gujrat,MP,Maharashtra,Goa,Chatisgarh,

Brief Description

Openings with Leading Broking Firm for the post of Senior Wealth RM, Wealth RM.

Job Responsibilities

  • Managing the High Net Worth customers.
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
  • Profiling Customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to the clients.
  • Providing financial planning & Investment Advise.
  • Acquisition & Servicing of High Net Worth customers.
  • Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.
  • Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF,Wealth Management,AUM,PMS services.
  • Candidates having experience in general wealth products such as mutual funds.
  • Should have their own client base and must have skills to generate revenues.
  • Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.
  • Note: Upcoming Branches
  • North Region 
  • East Region 
  • South Region 
  • West Region 

Qualifications and Skills

  • Graduate with more than 8 years of experience.
  • Language- English & Hindi Compulsory.
  • Friendly attitude and effective interpersonal skills.
  • Effective and clear communication both oral and written, Persuasive - selling skills, Pleasing personality, Target oriented.

How to apply

To apply for this position, email us your CV and covering letter with job title in the subject at hrd@arihantcapital.com