- 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
- 3–7 years of experience handling HNI and UHNI clients in wealth management
- Solid knowledge of investment products and portfolio management
- Week off: Sunday
Skills: Mutual Funds, Private Equity, Direct Equity, Pms
Experience: 3.00-7.00 Years
📌 Wealth Manager (Thane)
🏢 Hire Best Recruitment
📍 Thane
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