Sr. Wealth Manager - Investment Products

2.0 - 7.0 years

6.0 - 10.0 Lacs P.A.

Kolkata, Hyderabad, Pune, Ahmedabad, Chennai, Rajkot, Surat, Vadodara, Mumbai (All Areas)

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Wealth managementrevenue generationprivate wealthwealthhniHNI SALESPortfolio ManagementFinancial ServicesClient AcquisitioninvestmentHNI AcquisitionFinancial Advisorybrokingstructure productinvestment advisorpmsauminvestment Portfolioaif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

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