Sr RM/RM Investment Products (Kolkata)

Sr RM/RM Investment Products (Kolkata)

15 Oct
|
Quick Turtle
|
Kolkata

15 Oct

Quick Turtle

Kolkata

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 advice 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

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

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Business Development Officer (Visakhapatnam)

Business Development Officer (Visakhapatnam)

16 Oct
|
Muthoot Fincorp
|
Visakhapatnam
  • 16 Oct
  • Muthoot Fincorp
  • Visakhapatnam

Role & responsibilities : Increase the Branch business - Field Marketing. - Generate Leads on daily basis. - Conversation of leads - Sales Calls - Generate recent customer Business for GL and [...]

ABHFL - Credit Manager - Affordable (Vijayanagar)

ABHFL - Credit Manager - Affordable (Vijayanagar)

16 Oct
|
Aditya Birla Insulators
|
Vijayanagar
  • 16 Oct
  • Aditya Birla Insulators
  • Vijayanagar

Job highlights - Coordinate seamlessly with Credit Processing Analysts to ensure case files are logged appropriately before proceeding to initiate credit operations . Work as per processdriven coordi [...]

Subscribe to this job alert:

Get the latest job offers by email for: sr rm/rm investment products (kolkata) / kolkata

Account Manager, Engage, GCS (India)

Account Manager, Engage, GCS (India)

16 Oct
|
Google
|
India
  • 16 Oct
  • Google
  • India

Account Manager, Engage, GCS Location: Gurugram, Haryana, India Experience Level: Early Share: Share Account Manager, Engage, GCS | Copy link | Email a friend Minimum Qualifications - Bachelor's d [...]

2D Motion Designer (Pune)

2D Motion Designer (Pune)

16 Oct
|
HMX MEDIA
|
Pune
  • 16 Oct
  • HMX MEDIA
  • Pune

2D Motion Designer About HMX MediaHMX Media Pvt. Ltd. is one of the fastest growing CGI advertising studios with a team of professionals, experienced artists & technologists who create engaging visua [...]

Subscribe to this job alert:

Get the latest job offers by email for: sr rm/rm investment products (kolkata) / kolkata