23 Oct
|
Quick Turtle
|
India
23 Oct
Quick Turtle
India
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
Skills
Wealth Management
HNI clients
Investment Counselling
MF
PMS
AIF
Unlisted Shares
Direct Equity
Equity Advisory
📌 Sr Rm/rm Investment Products Chennai (India)
🏢 Quick Turtle
📍 India