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Sr. Relationship Manager_Investment Product _ GGN, Noida, Mumbai

2 - 7 years

9 - 15 Lacs

Mumbai Gurgaon Noida

Posted:3 months ago| Platform: Naukri logo

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Skills Required

PMS Wealth Management Private Equity Bonds Etf MF Unlisted Shares Wealth Manager Aif Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are inviting you to make your career as Sr. Relationship Manager (Wealth Manager) with a leading Financial Services company. This is full time of employment with good CTC, incentives and work life balance. Job Location: Noida, Gurugram Prabhadevi_Mumbai Interview Mode: Personal in weekdays Exp: 2+ Yrs Ideal Candidates: Who are currently at 8 lac will be ideal candidate Not looking for frequent job hops No relocation Candidate should bring their own client Banking wealth RM will be ideal fit 2+ Years in sales/wealth management of handling the HNI clients. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Preferred industry back ground: Wealth Management, Banking, Investment Counseling 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. 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 the required AUM, 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 If you are interested and your profile match with the requirement, kindly share your updated CV ASAP and lets have a discussion. Thanks Nitin Kr Gupta Mob: 9953916989 Email: nitin.gupta@heylushr.com Heylus HR Pvt Ltd, Noida

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