08 Nov
|
Quick Turtle
|
Surat
08 Nov
Quick Turtle
Surat
Requirements
Experience: 2 Years to 6 Years in sales/wealth management handling HNI clients.
Team handling experience: Needed.
Preferred industry background: 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
📌 Sr Rm/rm Investment Products Surat
🏢 Quick Turtle
📍 Surat