Wealth Management Specialist

Job Specifications

Role Designation : Sr RM / RM Investment Products

Department : Investment Products

Function : Sales / Wealth Management

Company : MOFSL

Reporting to : Cluster Manager

Location : Ahmedabad, Surat

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