Delhi, Noida, Gurgaon – – 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.
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