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Premier Wealth Manager

Aarna HR Solutions·Bengaluru

Pay not stated2–5 yrsFull-time
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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

  • 2–5 yrs of experience
  • Sales
  • MBA

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