Wealth Manager

Job Responsibilities :

• Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
• Meet required AUM, investor acquisition, and portfolio growth targets
• Provide personalized investment advice and wealth management solutions to HNI and UHNI clients

Required Qualifications :

Skills Required

Pms, Mutual Funds, Private Equity, Direct Equity