23 Oct
|
Quick Turtle
|
Ahmedabad
23 Oct
Quick Turtle
Ahmedabad
Job Summary
Role overview: 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 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
Experience: 1 to 6 years in sales/wealth management of handling the HNI clients.
Team handling experience: Needed.
Preferred industry background: Wealth Management, Banking, Investment Counselling.
📌 Sr Rm/rm Investment Products Ahmedabad
🏢 Quick Turtle
📍 Ahmedabad