Rathi - Senior Wealth Manager

- Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.

- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.

- Promote Focus Product of the month.

- Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.

- Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.

- Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product.

- Min. 25-30 client candidate managing.

- Min AUM 5-6cr from Equity.

- This position reports to PCG-Desk Head.

- Academic requirements Graduate Or Post Graduate.

Location - Kolkata.

Experience - 5-12 Years.

Relevant experience 5-7 Years.

Team handling experience NA.