- 2-6 years in sales/wealth management handling HNI clients with team management experience
- Recommend investment products like MF, PMS, AIF, PE, bonds, direct equity; meet investor acquisition and AUM targets; review client portfolios; collaborate with branch teams
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 -