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Sr RM / RM Investment Products
ConfidentialChennai, Hyderabad / Secunderabad, Telangana, Bengaluru / Bangalore30+ days ago
Job descriptionCater 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 • Chennai, Hyderabad / Secunderabad, Telangana, Bengaluru / Bangalore
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