Sr RM/RM Investment Products (Varanasi)

Sr RM/RM Investment Products (Varanasi)

22 Oct
|
Quick Turtle
|
Varanasi

22 Oct

Quick Turtle

Varanasi

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 - Education

Requirements

- Experience: 1 to 6 years in sales/wealth management handling HNI clients
- Team handling experience: Needed
- Preferred industry background: Wealth Management, Banking, Investment Counselling

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

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