Mastertrust
Delhi, Noida, Gurgaon – www.mastertrust.co.in – 13/11/2021
Salary – 6 to 12 LPA
Job Title
Sr. Wealth Manager
Company Profile
- Mastertrust, one of the leading financial services group in India with a strong belief in nurturing investment culture.
Job Profile & Responsibilities
- Candidate will be responsible for Wealth Management Advisory.
- Candidate will be responsible for selling products like Mutual Funds – Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
- Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
- Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
- Ensuring customer satisfaction by customized and efficient support.
- Innovating and exploring new products from time to time to achieve acquisition and revenue targets.
- Focus should be on AUM.
Preferred Qualifications
- Graduate or post graduate.
Desired Candidate Profile
- Required 1 to 4 years of experience in Third Party Product & Distribution / Wealth Management exclusively.
- Self-motivated, dynamic, target oriented & goals achiever who can work independently.
- Should possess excellent communication skills & presentation skills.
- Should be open to change and work in a healthy atmosphere.
