Wealth Manager
2 weeks ago
Job Specifications
Role Designation: WM
Department: Investment Products
Function: Sales/Wealth Management
Company: MOFSL
Reporting to: Cluster Manager
Location: Mumbai
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
1. 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
2. Meet the required AUM, investor acquisition and AUM targets for given area.
3. Ensure the timely delivery of customized wealth advise to HNI customers
4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
5. Joint calls with branch team
Role & responsibilities
1. Educational Qualifications: Post Graduation/graduate
2. Experience: 3+ Years in sales/wealth management of handling the HNI clients.
3. Team handling experience: Not mandatory
4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling
5. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
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