Drive a team of wealth manager to 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
- Drive a team of wealth manager to 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
- Through team and self contribution meet the required AUM, investor acquisition 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
- Conduct periodic trainings on products and process for the team
- Joint calls with Relationship Managers/Team-Education
Experience
- 5+ Years in sales/wealth management handling the HNI clients
- Team handling experience: Needed
- Preferred industry background: Wealth Management, Banking, Investment Counselling
📌 Area Manager-Investment Products (Mumbai)
🏢 Quick Turtle
📍 Mumbai
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