Posted By

Priti Goyal

Founder at Serving Skill

Last Login: 20 March 2025

84

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Job Code

1530212

Investment Relationship Head - NISM

7 - 9 Years.Mumbai
Posted 1 week ago
Posted 1 week ago

Products Department: Investment Products

Function: Sales/Wealth Management

Reporting to: Cluster Manager Location: PAN INDIA

Job Purpose:

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables:

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 client's portfolio to ensure that they are in line with client's investment objectives

5. Joint calls with branch team

Role Requirements:

- Educational Qualifications: Post Graduation

- Experience: 8+ Years in sales/wealth management of handling the HNI clients.

- Team handling experience: Not mandatory

- Preferred industry back ground: Wealth Management, Banking, Investment Counselling

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

Didn’t find the job appropriate? Report this Job

Posted By

Priti Goyal

Founder at Serving Skill

Last Login: 20 March 2025

84

JOB VIEWS

25

APPLICATIONS

5

RECRUITER ACTIONS

See how you stand against competition

Pro

View Insights

Job Code

1530212

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