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Sr RM / RM Investment Products

Sr RM / RM Investment Products

ConfidentialKolkata, Delhi
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 • Kolkata, Delhi

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