- 2-6 years in sales/wealth management with HNI clients and team handling experience
- Recommend investment products and meet investor acquisition and AUM targets; deliver customized wealth advice and review client portfolios periodically
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)
🏢 Quick Turtle
📍 Chennai
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