Icap Financial Services jobs - wealth Manager

Job Summary:

We have Openings for Dynamic and target oriented Sales Professional, with proven record of accomplishment in wealth management / equity markets.

Responsibilities and Duties:

·         Hands on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationship.

·         Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds and insurance.

·         Assisting Affluent clients on their Investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and revenues.

·         To constantly engage with customers to identify their needs on non-equity products and position the product offerings to them.

·         To ensure constant dissemination of product information and features of all new products shifting to the existing HNI Clients.

·         Helping the clients with portfolio transfers.

·         Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.

·         Must be able to achieve stretched targets in a result-focused environment and must be able to generate new business based on acquisition and revenue generation through equity.

·         Responsible for cross selling products like Insurance, Mutual funds, portfolio Management Service (PMS).

Key Skills:
Good communication skills, HNI client acquisition, Stock Broking, Understanding financial preferences of the customer, Financial planning& analysis, Excellent service and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory.

Required Experience and Qualifications:

• Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.

·         Please see that the candidates only from Bangalore can apply.

·         Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.

• NCFM/NISM Certification is an added advantage
• Must have the ability to work individually and as a group. Should be self-driven and target oriented.
• Achieve best in class productivity in order to maximize the efficacy of the sales process.
• Should act as a productive resource by fulfilling the budgetary expectations of the organization.

Job Type: Full-time

Interested candidates please share your updated resume via email.