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Sr. Wealth Manager - Investment Products

Sr. Wealth Manager - Investment Products

Brokingcareer In

3 - 8 years

8 - 15 Lacs

kolkata hyderabad pune ahmedabad chennai rajkot surat vadodara mumbai (all areas)

Posted:9 hours ago| Platform:

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Skills Required

wealth management revenue generation private wealth wealth hni hni sales portfolio management financial services client acquisition investment hni acquisition financial advisory broking structure product investment advisor pms aum investment portfolio aif

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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Sr. Wealth Manager - Investment Products