Wealth RM (Mumbai)

Wealth RM (Mumbai)

16 Oct
|
Quick Turtle
|
Mumbai

16 Oct

Quick Turtle

Mumbai

Responsibilities

- HNI / UHNI portfolio management (acquiring, enhancing, deepening and retention).
- Generate revenue by promoting mutual funds (MF), PMS, AIF, equity.
- Networking and cultivating a valuable relationship with the clients.
- Knowledge of - Equity and debt-based products , loans.
- Exceptional selling skills, soft skills, and knowledge of products.
- Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
- Build AUM and client base as per the target defined by the company.
- Send news and market related inputs & reports to the clients.

📌 Wealth RM (Mumbai)
🏢 Quick Turtle
📍 Mumbai

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