Wealth Management Professional

5 days ago


Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time
Job Purpose

The role requires a skilled professional to cater to the investment needs of mass affluent clients, meeting revenue targets through client acquisition and asset under management (AUM) targets. The successful candidate will ensure all processes are followed, aligning with the organization's ethos.

Key Responsibilities
  1. Recommend investment products such as mutual funds, portfolio management services, alternative investment funds, private equity, and unlisted shares to cater to the investment needs of mass affluent clients.
  2. Meet the required AUM and investor acquisition targets for the given area.
  3. Deliver timely, customized wealth advice to high net worth individual (HNI) customers.
  4. Regularly review clients' portfolios to ensure alignment with their investment objectives.
  5. Participate in joint calls with the branch team.
Requirements
  • Educational Qualifications: Post-Graduation
  • Experience: 3 years in sales or wealth management, handling HNI clients.
  • Team handling experience: Not mandatory
  • Preferred industry background: Wealth Management, Banking, Investment Counselling
  • Domain Knowledge: Sales/Wealth Management, Capital Markets, Investment Products

Key domains include Wealth, Investment Products, Mutual Funds, PMS, AIF, PE, and SP.



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