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Homeโ€บCompaniesโ€บContactxindiaโ€บWealth Manager - Sales - Investment Product (5-10 Yrs) Pune/bangalore/hyderabad
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Wealth Manager - Sales - Investment Product (5-10 Yrs) Pune/bangalore/hyderabad

๐Ÿ“LOCATIONBangalore
๐Ÿ“ˆEXPERIENCE5 to 10 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED11 Aug 2026

01Overview

Wealth Manager Key Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk appetite and providing them investment options - Responsible for achieving targets as assigned by the organization on a monthly basis - Provide regular updates to the immediate superior as and when required Required Education Skill Set Knowledge - Graduate Post graduate - Experience in direct selling of financial products like Equity Mutual Fund Commodity Derivatives sales - Candidates having AUM Asset under Management size of 20cr above and connecting among HNIs will have advantage - Should have positive communication presentation skills - Pleasing and positive attitude - Should be a self-starter proactive target oriented - Relationship building skills Karan Anand6397202494 ref updazz com .

02What you'll need

Experience
5 to 10 Yrs
Employment Type
Full time
Programming languages
direct sellingfinancial productsEquity based investment productscustomer needs assessmentrisk appetite assessmentinvestment optionsEquity Mutual FundCommodity Derivatives salesAUM Asset under ManagementHNIs

03About CONTACTXINDIA

BFSIIndustry
Full timeEmployment Type
BangaloreLocation
Not Disclosed ยท salary hidden by employer
5 to 10 Yrs ยท Bangalore
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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