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Wealth Manager-leading Securities firm – Kolkata/bangalore/pune/mumbai


Job Description:

To acquire UHNI / HNI / SME / Institutional / Corporate Relationship for Advisory and provide wealth management services

Understanding of Fixed Income / Equity

Wealth Management – Should be able to pitch Wealth Products to Corporate / HNI Clientele

Capable of doing Cross Selling Should be able to do Cross Selling of Financial Products to Clients.

Strong Presentation and Influencing

Good Communication Skills Should have excellent Communication skills.

Under wealth management will be offering Mutual Fund Products (Debt Schemes / Equity Schemes), PMS Products (Portfolio Management Services), Fixed Deposits and Fixed Income Products (Placement of Bonds / Placement of Tax Free Bonds etc).

Salary:INR 4,50,000 – 9,50,000 P.A
Industry:Banking / Financial Services / Broking
Functional Area:Sales , Retail , Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager


Portfolio Management Equity Wealth Management HNI Mutual Funds Cross Selling Bonds Fixed Deposits Finance Fixed Income

Desired Candidate Profile:


UG: Any Graduate – Any Specialization
PG:Any Postgraduate – Any Specialization
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
Looking for candidates from SECURITY / BROKING / INSURANCE FIRMS ONLY

Locations – Kolkata / Bangalore / Pune / Mumbai / Hyderabad


Interested candidates mail your updated cv’s to
[email protected]

Company Profile:

Quotient Consultancy
A leading Security Firm

Recruiter Name:Snehal
Contact Company:Quotient Consultancy

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