Wealth RM

Responsibilities

• HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).
• Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.
• Networking and cultivating a good relationship with the clients.
• Knowledge of - Equity and Debt based products , Loans
• Exceptional Selling Skills, Soft Skills, and Knowledge of Products
• Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
• Build AUM and client base as per the target defined by the company.
• Send news and market related inputs & reports to the clients.

Experience

• Minimum 5 Years of experience
• Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
• Existing Relationship Manager - Wealth Management/ Pvt Banker
• Having AUM of Min Cr onward

Education

• Graduate / MBA

Skills

• Private Bankers
• Pvt. Bankers
• Wealth Management
• Relationship Manager- Burgundy RM
• Exclusive RMs
• Pioneer
• Preferred Relationship
• Insignia RMs
• Imperia RMs
• Privi RM
• Wealth Manager
• Preferred RM NBFC
• Stockbroking
• Portfolio Management
• PMS
• Mutual Funds
• AIF
• Structured Products
• Investment Advisory
• Equity
• Financial Planning
• Stock Broking