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Wealth Management /Resource Manger - Chennai

Chennai
Full-Time
Mid-Level: 4 to 6 years
Posted on Dec 07 2022

Not Accepting Applications

About the Job

Skills

SIP
Mutual funds

Roles & Responsibilites :-


Mutual funds

SIP

PMS

Bonds

HNI Clients Sales

What qualities make a good wealth manager?

5 Characteristics of a Quality Wealth Manager

  • Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...
  • Situational Awareness. ...
  • Investing Experience. ...
  • Financial Knowledge. ...
  • A Team of Financial Professionals. ...
  • Comprehensive Wealth Management at Meld Financial.

What is wealth management skills?

Wealth managers need both technical skills and non-technical (“soft”) skills. Technical skills include capital markets proficiency, portfolio construction ability, financial planning knowledge, quantitative skills, technology skills, and in some situations, foreign language fluency.


About the company

Established in 1887, The Muthoot Group is one of India's largest financial groups of its kind with business interests in 20 diverse fields, and a network of over 4500+ branches nationwide. The Muthoot Group, with its Pan-India presence and varied bouquet of products, serves over 2,00,000 customers everyday.

Company Size

1,001-5,000 Employees

Headquarter

Salem

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