Sr Rm/rm Investment Products New Delhi

Sr Rm/rm Investment Products New Delhi

23 Oct
|
Quick Turtle
|
New Delhi

23 Oct

Quick Turtle

New Delhi

Job Summary
Experience: 2-Years To 6-Years in sales/wealth management of handling the HNI clients.
Team handling experience: Needed
Preferred industry back ground: Wealth Management, Banking, Investment Counselling

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.
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

Key Skills
MF
PMS
AIF
PE
SP
Unlisted Shares
Bonds
Direct Equity
Equity Advisory

📌 Sr Rm/rm Investment Products New Delhi
🏢 Quick Turtle
📍 New Delhi

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