Hiring For Wealth Manager  {No. of Vacancy : 1}


Job Responsibilities:

  • Responsible for Wealth Management of HNI Clients.
  • Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc.
  • Making sound marketing strategies for client acquisition and retention.
  • Ensuring client satisfaction by building good relationship with clients.
  • Financial planning of clients as per their requirement.
  • Active participation in business planning with your team members.
  • Keeping record of clientele.

Job Specifications:

  • Excellent Communication skills (Verbal as well as Written)
  • Proactive.
  • Must be Post Graduate (MBA) preferable CA/CFP.
  • Knowledge of Financial products.
  • Good Client base.

Recruiter Name : Sangeetha
Email : career@elitewealth.in
Website : www.elitewealth.in
Telephone : 011-43035520

Hiring For Relationship Manager {No. of Vacancy : 1}


Job Responsibilities:

  • Acquisitions of New Clients for Demat account opening.
  • Planning business development strategy for multiple financial products which includes Share market, Mutual Funds and insurance.
  • Making sound marketing strategies for client acquisition and retention.
  • Ensuring client satisfaction by building good relationship with clients.
  • Active participation in business planning with your team members.

Job Specifications:

  • Excellent Communication skills (Verbal as well as Written)
  • Proactive.
  • Must be Post Graduate (MBA).
  • Knowledge of Financial products.
  • Good Client base.
  • Experience in Share Market will be preferable.

Recruiter Name : Sangeetha
Email : career@elitewealth.in
Website : www.elitewealth.in
Telephone : 011-43035520

Hiring For Customer Care Executive {No. of Vacancy : 2}


Job Responsibilities:

  • Responsible for generating leads for financial products which includes share market, mutual fund and insurance.
  • Converting online generated leads.
  • Responsible for database management of clients.

Job Specifications:

  • Excellent Communication skills.
  • Good interpersonal skills.
  • Must be at least Graduate.
  • Knowledge of Financial products.
  • Confident

Recruiter Name : Sangeetha
Email : career@elitewealth.in
Website : www.elitewealth.in
Telephone : 011-43035520

Hiring For Relationship Manager /mutual fund Advisor (sales )


Job Description:

  1. Good analytical skill, Good verbal & written communication
  2. Knowledge of investment products like Mutual Fund, Insurance and Equity
  3. Handling client queries related to product and operations
  4. Discuss with Help clients discover potential to get financial freedom
  5. Responsible for advising people in respect to their financial assets of the clients.
  6. Advising the client for making the Investment into financial Products like equity,
  7. PMS, insurance, mutual fund, fixed deposit, real estate and bond etc. for a proper financial plan.
  8. Penetration of Wealth Management or other investment product on clients portfolio.
  9. Develop and maintain long term relationship with the new as well as existing customers.
  10. Provide good quality customers Confident & Self motivated.

Salary : INR 1,75,000 – 2,25,000 P.A.

Experience : 1 to 3 years.

Industry : Banking / Financial Services / Broking

Functional Area : Sales , Retail , Business Development

Role Category : Retail Sales

Role : Sales/Business Development Manager

Employment Type : Permanent Job, Full Time

Recruiter Name : Sangeetha
Email : career@elitewealth.in
Website : www.elitewealth.in
Telephone : 011-43035520