Meet and exceed targets for new client acquisition, AUM growth, and revenue Develop strong relationships with clients to understand their needs and preferences for investment products
Should have high clarity over various financial concepts and terminologies pertaining to capital markets and products like Equity, Mutual Funds, Debt securities, AIF, Structured products, etc
Looking for a Product Specialist with 2–7 yrs experience in wealth management. Role involves product analysis, portfolio evaluation, client presentations, market research. Qualification: CA/MBA/CFA Location: Mumbai