Affluent Wealth TL
2 weeks ago
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 DeliverablesManage, 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 ProductsThrough 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 customersPeriodic review of client’s portfolio to ensure that they are in line with client’s investment objectivesConduct periodic trainings on products and process for the teamEnsure that team meets the effort and performance targets.Joint calls with Relationship Managers/Team
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Affluent Wealth TL
5 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
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
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...
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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
2 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
2 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
5 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
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 Deliverables Manage, build...
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Affluent Wealth TL
2 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...
