Indore, Bhopal, Panipat, Gurgaon, Secunderabad, Ahmedabad, Surat, Bhopal

Brief Description

Arihant has opening for the post of Wealth Manager.The candidate should be well versed with wealth products like mutual funds and required to acquire and serve HNI clients.

Job Responsibilities

  • Managing High Net Worth customers.
  • Achieving the business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
  • Profiling Customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the clients.
  • Providing financial planning &investment advice
  • Acquisition & Servicing of High Net Worth customers
  • Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.
  • Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF,WealthManagement,AUM,PMS services.
  • Candidates having experience in general wealth products such as mutual funds.
  • Should have their own client base and must have skills to generate revenues.
  • Networking and building relationships with existing and prospective clients and positioning wealth as a brand to clients

Qualifications and Skills

  • An MBA or any graduate with 1-5 years of experience in the relevant role.
  • Effective and clear communication both oral and written.
  • Persuasive - selling skills, Pleasing personality, Target oriented
  • Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills (in English and Hindi).
  • Excellent operational, organizational and follow up skills with the ability to manage and process operational work.

How to apply

To apply for this position, email us your CV and covering letter with job title in the subject at hrd@arihantcapital.com