RM IP

1 week ago

Ahmedabad, India KG Engineering & Consultancy Full time

Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe 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 DeliverablesCater 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 customersPeriodic review of client’s portfolio to ensure that they are in line with client’s investment objectivesJoint calls with branch teamRole RequirementsEducational Qualifications: Post GraduationExperience: Minimum 3 Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatoryPreferred industry back ground: Wealth Management, Banking, Investment CounsellingDomain Knowledge: Sales/Wealth Management, capital markets, Investment Products

  • RM IP

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Sr RM/RM Investment Products Investment Products Reporting to: Cluster Manager The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity...

  • RM IP

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

  • RM IP

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

  • RM IP

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...

  • RM IP

    2 weeks ago

    ahmedabad, India KG Engineering & Consultancy Full time

    Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

  • RM IP

    1 week ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Specifications Role Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

  • RM IP

    5 days ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Specifications Role Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Ahmedabad, SuratJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

  • RM IP

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    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...

  • RM IP

    2 weeks ago

    ahmedabad, India KG Engineering & Consultancy Full time

    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...

  • RM IP

    1 week ago

    ahmedabad, India KG Engineering & Consultancy Full time

    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...