Sr RM/RM Investment Products (Surat)

Sr RM/RM Investment Products (Surat)

15 Oct
|
Quick Turtle
|
Surat

15 Oct

Quick Turtle

Surat

Requirements

- Experience: 2 Years to 6 Years in sales/wealth management handling HNI clients.
- Team handling experience: Needed.
- Preferred industry background: Wealth Management, Banking, Investment Counselling

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

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

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