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Sr RM/RM Investment Products

Sr RM/RM Investment Products

QuickTurtle

4 - 9 years

4 - 9 Lacs

Varanasi, Chandigarh, Surat

Posted:1 day ago| Platform:

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Skills Required

Wealth Management relationship management private banking investment banking investment advisory portfolio management business development mutual funds cross selling sales investment products 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 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 Candidate Profile 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,Bengaluru,Kolkata,Delhi

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