Wealth Manager Job in Phillipcapital (india) Pvt. Ltd

Wealth Manager

Phillipcapital (india) Pvt. Ltd 4+ weeks ago

Mumbai, Maharashtra
Not Disclosed
Full-time

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Job Summary Acquisition of HNI and Corporate accounts, PMS accounts Advising clients on investments across all segments Deepening the client relationship with regular meetings and cross selling of various investment avenues such as Mutual Funds, Insurance, PMS, Insurance and Fixed income products. Product wise Revenue generation Providing trading support/advisory support and generate revenue to achieve target Handling customers for all the inquiries related to trades, back office, risk management, trading platforms and support. Minimum requirement Post-Graduation Should have Required NISM certification Strong communication and analytic skills Good domain knowledge and client network Sound knowledge of regulatory environments Good communication and presentation skills
Qualification :
Post Graduate

Experience Required :

Minimum 5 Years

Vacancy :

2 - 4 Hires