Sr RM / RM Investment Products

ConfidentialChandigarh, Mumbai

30+ days ago

Job description

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

Skills Required

Financial Analysis, Risk Management, Portfolio Management, investment strategies, Market Research

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Sr Product • Chandigarh, Mumbai