Investment Product Specialist
KG Engineering & ConsultancyDelhi, Republic Of India, IN15 days ago
Job descriptionEducational Qualifications : Post Graduation Experience : 1+ Years in sales / wealth management of handling the HNI clients. Team handling experience : Not mandatory Preferred industry back ground : Wealth Management, Banking, Investment Counselling Domain Knowledge : Sales / Wealth Management, capital markets, Investment Products
Job Specifications
Role Designation : Sr RM / RM Investment Products
Department : Investment Products
Function : Sales / Wealth Management
Company : MOFSL
Reporting to : Cluster Manager
Location : Delhi, Noida
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 client’s portfolio to ensure that they are in line with client’s investment objectives
- Joint calls with branch team
Role Requirements
Create a job alert for this search
Product Specialist • Delhi, Republic Of India, IN
Related jobs
- Promoted
Analyst (Investment Banking / Buy-Side Experience Required)
ArcanaGhaziabad, IN Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
- Promoted
Senior Product Listing Specialist
Cimpress IndiaDelhi, IN Cimpress has created a new business called Cimpress Open whose mandate will be to excel at serving customers via third-party channels.
Cimpress Open harnesses the power of our state of the art Mass ...Show moreLast updated: 23 days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTDelhi, IN We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
- Promoted
Investment Banking Specialist
NIIT LimitedDelhi, India We need a banking Subject matter expert to support us Content development for BFSI trainings.Below are the details,kindly go through and share profiles on swati.
Work Location – Mumbai Mode - Vendor...Show moreLast updated: 23 days ago
- Promoted
Implementation Specialist
HighRadiusDelhi, IN The Consultant will be responsible for owning and executing HighRadius Cloud product implementations for Fortune 2000 clients.
The Consultant is responsible for delivering the project with good qual...Show moreLast updated: 1 day ago
- Promoted
Microsoft Power Platform Specialist
PilotIQDelhi, IN We are currently recruiting an experienced Microsoft Power Platform Specialist to join our team.This role involves designing, developing, and deploying business solutions using Microsoft Power Plat...Show moreLast updated: 2 days ago
- Promoted
Senior Digital Solutions Specialist - Treasury
HighRadiusnarela, delhi, in Senior Digital Solutions Specialist - Treasury.The Digital Solutions (Presales) team is a bunch of highly motivated, dynamic, gritty and target carrying sellers who drive multiple high-priority pip...Show moreLast updated: 24 days ago
- Promoted
Investment Banking Specialist
Systematix GroupDelhi, India Associate (Pharma & Healthcare).Educational Qualification : MBA / CA / CFA or equivalent professional qualification.Systematix Group is a leading diversified financial services firm offering a wide rang...Show moreLast updated: 29 days ago
- Promoted
Co-founder (with Investment)
KreesalisDelhi, India Job Description : Co-founder (with Investment) for Kreesalis.We’re building K-Protect, a category-defining platform that unifies fraud prevention, identity assurance, and compliance automation using...Show moreLast updated: 2 days ago
- Promoted
Investor Relations Specialist
Talentojgurgaon, haryana, in About the Role : We’re looking for enthusiastic Investor Relations Executive to join our team and help investors have a seamless experience.
You’ll be the first point of contact for customers, handli...Show moreLast updated: 30+ days ago
- Promoted
Lead Crypto Market Maker
Zerospreadfaridabad, haryana, in Lead Crypto Market Maker / Liquidity Provider.This role operates on a night shift schedule (opposite to Dubai timezone, around UTC−8).
At least 2 years of experience in crypto market-making is requi...Show moreLast updated: 2 days ago
- Promoted
Senior Investment Professional
SLKGhaziabad, IN Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 20 days ago
- Promoted
Co-Founder with Investment
VigyosDelhi, IN Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : .
Client query answering via A...Show moreLast updated: 1 day ago
- Promoted
Content Specialist
Runablenarela, delhi, in At Runable, we are building a platform where anyone can do any digital task online task across any device—mobile, desktop, or browser with ease and reliability.
Our mission is to create a world wher...Show moreLast updated: 20 days ago
- Promoted
Crypto Market Maker
ZerospreadDelhi, IN Crypto Market Maker / Liquidity Provider.Preferred timezone : APAC / South America.We are seeking an experienced crypto market maker to manage liquidity and maintain tight spreads for our altcoin p...Show moreLast updated: 2 days ago
- Promoted
Investment Analyst
Zetheta Algorithms Private LimitedDelhi, Delhi, India About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role We are seeking a talented and motivate...Show moreLast updated: 30+ days ago
- Promoted
- New!
Equity Research Specialist (Buy-Side)
SG Analyticsfaridabad, haryana, in Looking someone who can join us Immediate - 60 days.Provide investment research support to investment banks, hedge funds, and other financial institutions.
Conduct in-depth secondary research and of...Show moreLast updated: 11 hours ago
- Promoted
Investment Professional
Anand Rathi Share and Stock Brokers Ltdfaridabad, haryana, in Investment Professional (Advisory).Portfolio Monitoring and Reviews; arranging the required data inputs for senior IPs.Preparing high quality, customized Investment Insights, Document, Review for p...Show moreLast updated: 30+ days ago