Posted:9 hours ago| Platform: Foundit logo

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Job Type

Full Time

Job Description

Job Responsibilities:

  • Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
  • Meet required AUM, investor acquisition, and portfolio growth targets
  • Provide personalized investment advice and wealth management solutions to HNI and UHNI clients

Required Qualifications:

  • Postgraduate degree
  • 37 years of experience handling HNI and UHNI clients in wealth management
  • Strong knowledge of investment products and portfolio management
  • Week off: Sunday

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