Affluent Wealth Manager - HNI Clients

Role & responsibilities

1. 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

2. Meet the required AUM, investor acquisition and AUM targets for given area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

Joint calls with branch team

Preferred candidate profile

1. Educational Qualifications: Post Graduation/graduate

2. Experience: 3+ Years in sales/wealth management of handling the HNI clients.

3. Team handling experience: Not mandatory

4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products