Wealth – Private Client Group NBFC | Hyderabad | CTC up to 23 LPA

5 - 10 Years
Hyderabad

Job Description

Hi,

Greetings for the day!

We have excellent opportunity for you into Private Client Group NBFC  into wealth .

Job Location:  Hyderabad

Experience required: Graduate with 5 to 8 years / Post graduate from a premier institute with 2 to 5 yrs exp in direct selling

CTC Offered: Maximum 23 LPA (Depending upon last drawn CTC and experience)

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:
  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI / High net worth clients.    
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.    
  • Will be primarily responsible for identifying, and souring clients in equity broking.    
  • Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.     
  • Responsible for achieving targets as assigned by the organization on a monthly basis.    
  • Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.    
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.    
  • Provide regular updates to the immediate superior as and when required.    


Interested candidates can call on +918698881946 or email their updated CV at mohsin.shaikh@careernet.co.in

Salary: INR 13,00,000 - 23,00,000 P.A.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type:Permanent Job, Full Time

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Education-

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

NA
View Contact Details+

Recruiter Name:Vishal

Contact Company:Careernet Technologies Pvt Ltd

Email :mohsin.shaikh@careernet.co.in

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