3 - 8 years

10.0 - 15.0 Lacs P.A.

Vadodara, Ahmedabad, Surat

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Wealth ManagementBanking And InsuranceInvestment BankingMutual FundsPrivate BankingPortfolio ManagementPortfolio Management ServicesHNI AcquisitionFinancial AdvisoryHNI Client HandlingStructured ProductsHNI SalesPMSMFAifInvestment Products

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 Required Candidate profile Preferred industry back ground: Wealth Management, Banking, Investment Counselling Ensure the timely delivery of customized wealth advise to HNI customers Week off - Sunday

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