Job Description
Looking for a Wealth Manager/Broking RMs
Responsibilities:
Acquiring & Managing HNI/ UHNI clients through networking, database, market analysis, and references
Achieve the financial goals of the clients through various product line
Key products are - Broking MF, PMS,Bonds, AIF, Unlisted shared, in-house Arbitrage strategy, MLD, Corporate FDs, Loans Secured and unsecured, Real Estate advisory & Insurance
Advise HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio
Coordinate with product and research teams to make investment decisions for the clients
Achieve budgeted targets in terms of the number of clients/volume of business & assets.
CTC-Open for Deserving Candidates
