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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Education / Training |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
(a) Achieve business targets for Mutual Funds and for Third Party Products (b) Selling products like Mutual Fund, PMS, PE Funds, AIF, Life Insurance, Real Estate etc (c) Sourcing new clients and meeting existing clients to increase the AUM of the Wealth Management Department. (d) Assessment of Clients portfolio, risk taking ability and willingness, and preparing a suitable asset allocation. (e) Should have an inclination towards making investment recommendations to clients and prospective clients based on the clients- needs based on sound knowledge of various Financial Products available in the Market. (f) Periodic evaluation of Clients- portfolio after considering Capital market Expectations and client interactions. (g) Execution of Monthly Sales plan. (h) Daily Client Meetings and updating in the MIS ,
Keyskills :
assetallocation capitalmarket risk wealthmanagement pe sales sound financialplanning salesplanning wealth findingopportunities thirdpartyproducts selling lifeinsurance banking pms mis financialproducts mutualfunds if