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Sr RM / RM Investment Products

1 - 2 years

3 - 4 Lacs

Ahmedabad, Delhi / NCR, Surat

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Investment Product hni investment banking investment advisory bonds business development capital market financial services sales broking shares marketing portfolio relationship management private banking mf portfolio management wealth management mutual funds finance

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 Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

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