22 Aug
|
Quick Turtle
|
Ahmedabad
22 Aug
Quick Turtle
Ahmedabad
Drive a team of wealth manager to 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
Through team and self contribution meet the required AUM, investor acquisition 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
Conduct periodic trainings on products and process for the team
Joint calls with Relationship Managers/Team.
Skills / experience
5+ Years in sales/wealth management of handling the HNI clients.
Team handling experience: Needed,
Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location - Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai, Kolkata.
📌 Area Manager Investment Products Ahmedabad
🏢 Quick Turtle
📍 Ahmedabad