Sr RM/RM Investment Products (Chandigarh)

Sr RM/RM Investment Products (Chandigarh)

15 Oct
|
Quick Turtle
|
Chandigarh

15 Oct

Quick Turtle

Chandigarh

Job Summary

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

Responsibilities

- 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-Education -

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

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

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