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Sr RM/RM Investment Products

Fresher   Ahmedabad, Surat   29 Mar, 2026
JobStation Enterprise LLP Hiring For Leading Wealth Management Company
Job LocationAhmedabad, Surat
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BDSecurities Trading
EmploymentTypeFull-time

Job Description

    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 Requirement
    • Bankers: Must have a minimum of 3 years with the same bank and branch.
    • Wealth Managers from Banks: Should be managing a book of 25-50 crores, preferably focused on investments only.
    • Wealth Managers, A minimum of 2 years of stability with the same organization and an AUM of 50 crores is required.
    • Frequent job changers and non-industry profiles will not be considered.
    • Preferred industry back ground: Wealth Management, Banking, Investment Counselling
    • Domain Knowledge: Sales/Wealth Management, capital markets,Investment Products

Keyskills :
hni client handlingportfolio managementbanking salesbrokinginvestment productscapital market

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