Job Description:

Roles and Responsibilities:

- Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
- Manage clients through client visits, suggest financial products to the clients and achieve business targets.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients.
- Candidates should have experience of managing / acquiring wealth & HNI Customers, family Offices.

Required Profile:

- Should have at least 3 Years of experience handling Wealth & Investment Product Sales.
- Any Graduate / Post Graduate with relevant Experience.
- Good relationship management and service focus skills.
- Good communication and presentation skills.
- Investment Product knowledge is mandatory.

Offered Perks / Facilities :

- Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
- Emphasis on your learning and development, with comprehensive product and other training initiatives.

📌 Private Banker/ Affluent/ Wealth/ PCG RM - Gujarat (Ahmedabad)
🏢 JobStation Enterprise
📍 Ahmedabad