Posted:1 month ago| Platform: Linkedin logo

Apply

Skills Required

Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.


Key Deliverables

  1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
  2. Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given cluster.
  3. Ensure the timely delivery of customized wealth advise to HNI customers
  4. Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives
  5. Conduct periodic trainings on products and process for the team
  6. Ensure that team meets the effort and performance targets.
  7. Joint calls with Relationship Managers/Team

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You