Premier Wealth Manager
BengaluruFull-time2–5 yrsPosted 1 week ago
Mid-level finance role at Aarna HR Solutions in Bengaluru. Needs 2+ years and an MBA.
About the role
Premier Wealth Manager at Aarna HR Solutions. Responsible for catering the investment needs of clients by providing them research based advises.
What you'll do
- Responsible for catering the investment needs of clients by providing them research based advises
- Interfacing all queries of clients and understanding their investment needs
- Taking care of portfolios of clients and providing them Investment solutions
- Generating business from the existing accounts and achieving profitability and increased sales growth
- Manage wealth & retail clients through client visits, provide financial investment advisory to the clients and achieve revenue target
What you need
- Sales