Wealth Manager
Innovative Financial Management Pvt. Ltd.
Wealth Manager
Innovative Financial Management Pvt. Ltd.
Sector 9, Chandigarh
₹35,000 - ₹70,000 monthly*
Fixed
₹35000 - ₹60000
Average Incentives*
₹10,000
Earning Potential
₹70,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 5 years
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
26 applicants
Benefits include: Mobile Allowance
Job Description
Key Responsibilities
- Acquire and manage relationships with HNI clients to understand their financial goals, risk appetite and investment horizon.
- Ensure smooth onboarding of clients, including KYC and documentation as per SEBI norms.
- Construct and review of portfolio on regular basis.
- Address client queries related to performance, market outlook and portfolio changes.
- Maintain high standards of client service and relationship management.
- Stay updated on market trends, products and regulatory developments.
Candidate Required.
- Candidate should have client ownership to convert.
- Should have knowledge of Mutual Funds, Portfolio Management, Trading and broking.
- Who can join Immediately within 15 days.
Job role
Work location
B-98, Phase-8, Industrial Area, Sector 73, Sahibzada Ajit Singh Nagar, Mohali, Punjab, India Sector 9, Chandigarh
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 5 years
Education
Graduate
Skills
Client acquisition, Client management, Wealth management, Mutual funds, Client retention, Client Onboarding
English level
Basic English
Gender
Any gender
About company
Name
Innovative Financial Management Pvt. Ltd.
Address
B-98, Phase-8, Industrial Area, Sector 73, Sahibzada Ajit Singh Nagar, Mohali, Punjab, India Sector 9, Chandigarh
Job posted by Innovative Financial Management Pvt. Ltd.
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