Wealth Manager - Sales - Bangalore Location - IIFL Securities Ltd

Date Posted: Jan 04, 2020
55 days ago
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Applied : 500
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Job Detail

  • Location:
    Bengaluru, Karnataka, India
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
    First Shift (Day)
  • Career Level:
    other
  • Positions:
    3
  • Experience:
    3 Year
  • Gender:
    Male / Female
  • Degree:
    Any Graduate
  • Apply Before:
    Jun 30, 2020

Job Description

Dear Candidate,

Here is an excellent opportunity for you to join IIFL Securities Limited.


WEALTH MANAGEMENT (AUM):

PRE-REQUISITES: -

Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up

ROLES & RESPONSIBILITIES: -

Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

Managing client relationship and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

To conduct and assist in organizing seminars, workshops and other business development activities.


Required Candidate profile


Any Graduate/ Post Graduate with any other qualification / certification like CFP/ NISM will be an advantage.

With a min of 2 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients

Should be from Banking / Broking / Insurance industry / Wealth Management/ Asset Management Company/ Mutual Fund will be preferred for this position.

Excellent Communication Skill

Interested candidates share your updated profile to nishamole.joseph@iifl.com

Warm Regards,
HR.


Salary: INR 4,00,000 - 9,00,000 PA.
Industry: Banking Financial Services Broking
Functional Area: SalesRetailBusiness Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Full Time, Permanent

Benefits

Skills Required

Company Overview

New Delhi, Delhi, India

IIFL is a financial services conglomerate which was started by a group of passionate entrepreneurs in 1995. The genesis of IIFL lies in the power of dreaming big and believing in your dreams. IIFL is a key player in both retail and institutional seg... Read More

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