Job Title

Relationship Manager, Wealth Manager, Mutual Fund Sales

Job City

Delhi

Company Profile

WC Securities Pvt Ltd , has 20 -year history of serving clients for the management of their finances. We are AMFI registered mutual fund distributors and are based out of Delhi. With our well qualified team (CAs, MBAs, CFPs, lawyers) at our aid, we have managed to build AUM of Rs 1000 crores. Products portfolio includes mutual fund, bonds, PMS/AIF, insurance, Fixed Deposits, Insurance and loans.

Job Profile & Responsibilities

• 1.Incumbents will be responsible for suggesting products as per requirement
• Penetration of all products including Mutual Funds, Bonds, Portfolio Schemes, and Structured Products.
• Acquisition of new Clients./ Acquire and build a relationship with Retail/ HNI clients and handle and review their portfolios.
• Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios.

Prefered Qualifications

Candidate should be Graduate

Desired Candidate Profile

• The candidate should have a high desire to excel in this field.
• The candidate should have his Own Conveyance (will be reimbursed).
• Pleasing Personality.

Additional Details

• Salary will be as per Industry.
• Excellent and diverse future career growth opportunities.
• Secured working environment

Salary Range

INR 1,50,000 – 5,00,000 P.A. Negotiable

How to Apply

pankhuri@wealthcareindia.com