Job openings for Wealth Manager in Delhi Ncr Gurgaon

AVP/ Sr. Manager For Wealth management Company in Connaught Place, New Delhi - Salary:- 18-30 lpa
Key Responsibilities
1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.
2. Financial Planning: Understand clients' financial goals, risk tolerance, and investment
objectives to provide tailored solutions.
3. Product Knowledge: Stay updated on financial markets, products, and regulatory
requirements to offer informed investment advice generated by In house Technical and
Fundamental Research Teams.
4. Sales and Relationship Management: Build and maintain strong relationships with clients,
providing excellent customer service and ensuring client retention.
5. Transaction Execution: Facilitate buying and selling of securities, either by himself (if
NISM qualified) or through Certified Dealers, ensuring compliance with regulatory
f you are interested, please share your CV at
capitalplacement02@gmail.com
P- 9891750342 | WhatsApp- 7895263093