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Wealth Manager

RAINA INFOVISION PRIVATE LIMITED

3 - 8 years

0 Lacs

mumbai city

Posted:5 hours ago| Platform: Shine logo

Apply

Skills Required

pms equity derivatives bonds share market mutual funds aif unlisted shares equity advisory products

Work Mode

On-site

Job Type

Full Time

Job Description

Role Designation: Wealth Manager

Department: Investment Products

Function: Sales/Wealth Management

Reporting to: Cluster Manager

Location: Mumbai Maharashtra

CTC 10 to 15 LPA

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

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

Meet the required AUM, investor acquisition and AUM targets for given area.
Ensure the timely delivery of customized wealth advise to HNI customers
Periodic review of clients portfolio to ensure that they are in line with clients

investment objectives

Joint calls with branch team

Role Requirements

Educational Qualifications: Post Graduation/graduate
Experience: 3+ 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

Apply Process -

If anyone interested in this position please share with us your updated resume at pankaj@rainainfovision.com

For more details contact us

Sr. HR Executive - Recruitment

Pankaj Kashyap - 9354512269

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