Sr RM/RM Investment Products

3 weeks ago


Chandigarh Mumbai, India Quick Turtle Full time

Job Description - 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 clients portfolio to ensure that they are in line with clients investment objectives - Joint calls with branch team



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