Company Logo

1 Opening

Posted 1 month Back

SalarySalary

5Lac  - 12Lac  CTC

ExperienceExperience

5 yrsto12 yrs experience| Resume Required

LocationLocation

T Nagar, Chennai

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Company Typically replies in 5 d

Additional Details

Job Type

Full Time

Shift Timings

9:00 AM - 6:00 PM(day shift|for Male Candidates only)

Working Days

6 days|Off Days:Sunday

(2nd & 4th Saturday off)

Job Benefits

PF & ESIC

Additional Incentives

Reimbursements

Travelling Cost

Job Requirements

Education

Graduation degree mandatoryCompulsory

Experience

5 yrs to 12 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatoryCompulsory

Currently not working candidates will not be consideredCompulsory

Candidate must have experience in field sales services like Mutual Funds, Insurance or PMS etc.Compulsory

Age

23 - 35 yrsCompulsory

Communication

Fluent English skills - Ability to Speak, Read & WriteCompulsory

Fluent Hindi skills - Ability to SpeakCompulsory

Documents

Joining and Relieving LettersCompulsory

Marksheets and DegreeCompulsory

Salary slipsCompulsory

Pan CardCompulsory

Aadhar CardCompulsory

Others

Notice PeriodCompulsory

Job Description

1) The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the             client.

2)  The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of           financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance

3)  Business development through the acquisition of ultra high net-worth clients.

4) Identifying customer needs and assessing their risk appetite.

5) Achieving targets based on acquisition and revenue generation through all investment products.
6) Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

Company Details

Company Logo

Prudent CAS Ltd.(Posted by prudent cas ltd.)

http://www.prudentbroking.com/

Small & Medium Enterprises (SMEs)|Banking / Financial Services / Insurance|500-1000 Employees

Incorporated in 2004, Prudent Broking Services Pvt. Ltd. is a Stock Broking and Depository Participant. Company is a member with Bombay Stock Exchange (BSE), National Stock Exchange (NSE), MCX Stock Exchange (MCXSX) & Central Depositary Services (India) Limited (CDSL). With solid research, well trained people, State of the art infrastructure and Strong IT, Prudent broking is fastest growing company in the field of stock broking.

Wealth Manager - Chennai

at  Prudent CAS Ltd.(Posted by prudent cas ltd.)

Salary

5Lac  - 12Lac  CTC

Location

T Nagar, Chennai

Experience

5 yrsto12 yrs experience

Company Typically replies in 5 d

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