- 2-6 years experience in sales/wealth management with HNI clients, team handling skills, background in Wealth Management or Banking
- Recommend investment products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity; meet investor acquisition and AUM targets; review client portfolios; collaborate with branch team
Job Summary
- Experience: 2-Years To 6-Years in sales/wealth management of handling the HNI clients.
- Team handling experience: Needed
- 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.
- Meet investor acquisition and AUM targets for given area.
- Ensure the timely delivery of customized wealth advice 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
Key Skills
- MF
- PMS
- AIF
- PE
- SP
- Unlisted Shares
- Bonds
- Direct Equity
- Equity Advisory
📌 Sr RM/RM Investment Products (New Delhi)
🏢 Quick Turtle
📍 New Delhi
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