- Preferred industry background: Wealth Management,Banking,Investment Counselling
- Experience: 2-6 years in sales / wealth management handling the HNI clients.
- Team handling experience: Needed.
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 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
Requirements
- Experience: 2-6 years in sales/wealth management handling the HNI clients
- Team handling experience: Needed
- Preferred industry background: Wealth Management, Banking, Investment Counselling