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Wealth Manager - Sales - Bank (6-7 Yrs) Mumbai/Thane (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
WE RE HIRING | WEALTH MANAGER Build Wealth. Build Relationships. Build Your Career. Location: Andheri & Thane, Mumbai Mode: On-site Role: Wealth Manager NISM Equity & Derivatives Certification - Mandatory- 1-2 years of experience in Equity / Derivatives advisoryAre you passionate about investments, equity markets, and client success? This is your chance to join a fast-growing team and take your wealth management career to the next level! What You ll Do- Acquire new clients & nurture long-term relationships- Advise clients on Equity, Debt & Derivatives portfolios- Cross-sell premium investment products: Mutual Funds, Insurance, PMS, AIF, NCDs & Structured Products- Stay ahead with market trends, research reports & regular trainings- Ensure strict adherence to compliance, risk & company policies- Engage with clients daily via calls, meetings & follow-ups Achieve monthly revenue & client acquisition targets Grow business through franchisee & referral networks What We re Looking For Graduate / Post-Graduate Strong understanding of capital markets- Excellent communication & relationship-building skills Self-motivated, proactive & target-driven mindset (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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