13 Nov
|
Quick Turtle
|
Bengaluru
13 Nov
Quick Turtle
Bengaluru
Job highlights
- 2-6 years in wealth management or sales with HNI clients and team handling experience
- Recommend investment products, meet investor acquisition and AUM targets, deliver customized wealth advice, and review client portfolios
Job Summary
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.
Responsibilities
- 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.
Requirements
- Experience: 2 to 6 years in sales/wealth management handling HNI clients.
- Team handling experience: Needed.
- Preferred industry background: Wealth Management, Banking, Investment Counselling.
📌 Sr RM/RM Investment Products (Bengaluru)
🏢 Quick Turtle
📍 Bengaluru