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 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.
Skills /experience
1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients.
2) Team handling experience: Needed,
3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling