Sr Rm/rm Investment Products Mumbai

Sr Rm/rm Investment Products Mumbai

23 Oct
|
Quick Turtle
|
Mumbai

23 Oct

Quick Turtle

Mumbai

Job Summary

Exp - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients.

2). Team handling experience: Needed,

3). 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 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 -

📌 Sr Rm/rm Investment Products Mumbai
🏢 Quick Turtle
📍 Mumbai

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: sr rm/rm investment products mumbai / mumbai

Subscribe to this job alert:

Get the latest job offers by email for: sr rm/rm investment products mumbai / mumbai