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Wealth Manager : Leading Broking Firm : Across Mumbai

5 - 10 years

10 - 15 Lacs

Navi Mumbai Thane Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Sales wealth Private Banking Portfolio Priority Banking Equity Broking HNI Acquisition Structured Products Stock Broking Wealth Management Demat PMS Financial Products MF AUM Investment Advisory Equity Sales Third Party Private Wealth AIF Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate, Urgent opening with leading broking firm. Job Purpose : The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 Role Requirements Educational Qualifications: Post Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

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50 Employees

98 Jobs

    Key People

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