Wealth Manager

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

Educational 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