Job Description

Job Specifications: Role Designation: Sr RM/RM Department: Investment Products Function: Sales/Wealth Management Job Purpose: The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables: 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 the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Graduation Experience: 1+ Years in banking or broking firm Team handling experience: Not mandatory Preferred industry back ground: Broking firm, Banking, Investment Product Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9822643371