Wealth Management Specialist

6 days ago


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

The role requires catering to the investment needs of mass affluent clients, meeting revenue and AUM targets, and ensuring adherence to organizational ethos.

Key Responsibilities
  1. Recommend investment products such as MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, and Direct Equity to meet client needs.
  2. Meet AUM and investor acquisition targets for the given area.
  3. Deliver timely, customized wealth advice to HNI customers.
  4. Review clients' portfolios to ensure alignment with investment objectives.
  5. Participate in joint calls with the branch team.
Requirements
  • Post-Graduation educational qualifications.
  • 3 years of experience in sales or wealth management, handling HNI clients.
  • Team handling experience is not mandatory.
  • Preferred industry background: Wealth Management, Banking, Investment Counselling.
  • Domain knowledge: Sales, Wealth Management, Capital Markets, Investment Products.

Key industry terms: Wealth, Investment Products, Mutual Funds, PMS, AIF, PE, SP.



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