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AUM Sales / Wealth Manager / RM- Premia

Keywords / Skills : Wealth Management, Client Acquisition, Team Handling, Equity

5 - 13 years
Posted: 2018-05-17

Job Description
Dear Candidates, 

We are looking for AUM Sales / Wealth Manager / RM - Premia in Bangalore and Hyderabad Location.

Job Description:

Responsible for new client acquisition, building new relationships and increasing

depth in existing relationships with Ultra High Net worth clients

Accountable for developing and implementing an integrated customer marketing

plan, which addresses wealth creation, wealth preservation, wealth

enhancement achieved through an in-depth analysis of the client’s profile so as to

identify opportunities and match these opportunities to products/ solutions

provided by the organization

Will be responsible for primarily selling all kind of Equity based investment


Responsible for achieving targets as assigned by the organization on a monthly


Understands clients risk profile and maximizes the ‘risk vs. reward’ balance for

individual clients by optimizing product mix.

Comply with KYC/SEBI rules, regulations, and legislation governing the financial

services industry

Provide regular updates to the immediate superior as an when required.

If you are interested, Kindly forward your updated CV to [HIDDEN TEXT] or Call 044-43831271

With Regards,

About Company

Merven Talent Zone is an Internationally recognized organisation, is emerging as one of the leading specialist Placement Consultancy in India with a focus on providing Executive Search, Headhunting, Permanent Staffing, HR Services Outsourcing, Human Resource and Soft Skills Training to client organizations. We cater to manpower requirements of the various sectors in the industry at junior, middle and senior management levels–National and International staffing. We assist our Clients in creating and developing by providing following services. We strive to be the first choice in the supply of staffing solutions to local and international businesses through partnership with clients, whilst fulfilling the expectations of our candidates.
About Recruiter
Talent Acquisition Coordinator
Merven Talent Zone
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