Partners / Wealth RMs

ConfidentialNavi Mumbai

30+ days ago

Job description

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).

Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.

Networking and cultivating a good relationship with the clients.

Knowledge of - Equity and Debt based products , Loans

Exceptional Selling Skills, Soft Skills, and Knowledge of Products

Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.

Build AUM and client base as per the target defined by the company.

Send news and market related inputs & reports to the clients.

Minimum 7 Years of experience

Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity

Existing Relationship Manager - Wealth Management / Pvt Banker

Skills Required

Mutual Fund, Pms, Aif, Stock Broking, Equity

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Wealth • Navi Mumbai

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