Sr RM/RM Investment Products (Ahmedabad)

Sr RM/RM Investment Products (Ahmedabad)

04 Oct
|
Quick Turtle
|
Ahmedabad

04 Oct

Quick Turtle

Ahmedabad

Responsibilities

- 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 client's portfolio to ensure that they are in line with client's investment objectives

- Joint calls with branch team

Location - Surat, Ahmedabad, Varanasi, Chandigarh, Mumbai , Chennai, Hyderabad, Bangalore, Delhi, Kolkata

📌 Sr RM/RM Investment Products (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad

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