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 current 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.
Positive 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