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Sr. Relationship Manager / Relationship Manager - Investment Products

Sr. Relationship Manager / Relationship Manager - Investment Products

QuickTurtle

2 - 6 years

4 - 9 Lacs

Varanasi Ahmedabad Surat

Posted:3 hours ago| Platform:

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Skills Required

Team Management Wealth Management Private Equity Mutual Funds Bonds Equity Advisory PMS Unlisted Shares AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. 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. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location - Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai , Chennai, Hyderabad, Bangalore, Delhi, Kolkata.

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Sr. Relationship Manager / Relationship Manager - Investment Products

Experience & Salary

Skills Required

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