Wealth RM
Sharekhan · Ludhiana · onsite · Posted 57d ago
₹5.0L - ₹7.0L PA4–15 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service delivery and retention.
- Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop and implement customized investment strategies for HNIs using various products such as mutual funds, AIFs, MFs, PMS, NISM certifications.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 4-15 years of experience in wealth management or related field.
- Strong understanding of HNI acquisition and client handling skills.
- Proficiency in portfolio management services (PMS), mutual funds (MF), alternative investment funds (AIF).
- Certification from NISM is an added advantage.
Sourced from naukri
Skills
NISMPMSAifHNIMutual FundsPortfolio ManagementMFClient AcquisitionWealth ManagementHNI AcquisitionRelationship ManagementHNI Client Handling
About Sharekhan
Sharekhan
Financial Services
3.5k+
employees
2000
26 years old
Mumbai,Maharashtra
India
₹5L – ₹7L PA
This role
About
Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor educ
Industries
Financial ServicesInternet
Employee ratings
1,365 reviews
3.7/ 5
Culture
3.6
Career growth
2.9
Work-life
3.7
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