Its a Train & Hire Model

Position : Wealth Manager

CTC : 7 to 9 LPA

Job Location : Bangalore / Mysore / Pune / Goa

Education : Any Degree / PG

Job Role
• Establishing and maintaining powerful relationships with
clients and generating business and references to meet the
sales targets.
• Responsible for selling of various financial products such as
mutual funds, life & health insurance, and other structured
wealth and financial products.
• Managing and reviewing portfolios of existing clients with
focus on client servicing and ethical advisory along with
premium client acquisition.
• Providing consultancy regarding Financial Planning including
Retirement Planning, Tax
• Planning and Goal based Investing etc.