Affluent Wealth TL
4 days ago
Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Manage, build and drive a team of wealth manager to 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 Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given cluster. 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 Conduct periodic trainings on products and process for the team Ensure that team meets the effort and performance targets. Joint calls with Relationship Managers/Team Role Requirements Must have own HNI client base Educational Qualifications: Post Graduation-MBA in Finance Experience: 5+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Needed Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
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Affluent Wealth TL
5 days ago
ahmedabad, India KG Engineering & Consultancy Full timeJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
3 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build...
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Affluent Wealth TL
3 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
4 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
5 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
1 day ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
1 day ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.Key DeliverablesManage, build and...
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Affluent Wealth TL
3 days ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Manage, build...
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Affluent Wealth TL
24 hours ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables Manage, build...
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Affluent Wealth TL
2 weeks ago
Ahmedabad, India KG Engineering & Consultancy Full timeJob 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 DeliverablesManage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by...
