Wealth Manager - Investment Products

Job Description

Key Deliverables1. Cater to investment needs of mass affluent clients by recommending products like Mutual Funds, Portfolio Management Service, Alternative Investment Product, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1 Years in sales/wealth management of handling the HNI clients.o Team handling experience: Not mandatoryo Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Keyskills :
wealth managementmutual fundswealth advisory