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Private Banker/ Affluent/ Wealth/ PCG RM - Gujarat

JobStation Enterprise LLP

Full time On-site
Experience
3+ years
Location
India
Work mode
On-site
Salary
₹6 LPA
Posted 24 days ago

Role at a glance

You will
  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
  • Manage clients through client visits, suggest financial products to the clients and achieve business targets.
  • Responsible for product penetration and increasing client’s wallet share.
Experience
3+ years
Education
Bachelor's degree

Job description

Job Description:

Roles and Responsibilities:

  • Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
  • Manage clients through client visits, suggest financial products to the clients and achieve business targets.
  • Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
  • Candidates should have experience of managing / acquiring wealth & HNI Customers, family Offices.

Required Profile:

  • Should have at least 3 Years of experience handling Wealth & Investment Product Sales.
  • Any Graduate / Post Graduate with relevant Experience.
  • Good relationship management and service focus skills.
  • Good communication and presentation skills.
  • Investment Product knowledge is mandatory.
Offered Benefits / Facilities :
  • Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
  • Emphasis on your learning and development, with comprehensive product and other training initiatives.

Key skills

Soft skills

CommunicationPresentation Skills

Tags

BankingSales Jobs

Job market insights

₹3L – ₹7.8L advertised yearly salary for Sales Jobs in India (middle half of 1094 posts that show a salary; median ₹5L)
12 more open jobs at JobStation Enterprise LLP

From live job posts on CoreHRx, updated 30 Oct 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.

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