Wealth Manager

*Sr RM Investment Products*

Company Name :*MOFSL*

*Department* : Investment Products

*Function* : Sales / Wealth Management

*Location* : *AHMEDABAD ,SURAT, GURUGRAM, NOIDA, NEW DELHI*

*Salary (CTC)*

10 15 LPA (Best in industry + performance-based incentives)

*Job Purpose*

To cater to the investment needs of mass affluent and HNI clients, achieve revenue and AUM targets, and deliver customized wealth solutions while adhering to organizational processes.

*Key Responsibilities*

* Advise clients on investment products:

* MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity & Equity Advisory

* Manage and grow AUM and client acquisition targets

* Handle a book of 2550 Cr+ AUM

* Conduct periodic portfolio reviews for HNI clients

* Deliver customized investment solutions

* Joint client calls with branch teams

*Eligibility Criteria*

*Education* : MBA / PGDM in Finance

*Experience* : 3+ years in Wealth Management / Banking / Investment Advisory

*AUM Requirement* : Minimum 25 Cr

*Stability* : At least 2 years in current/previous organization

* Team handling: Not mandatory

* Preferred Background

* Wealth Management

* Banking

* Investment Advisory / Capital Markets

Contact: 9599869233