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Priti Goyal

Founder at Serving Skill

Last Login: 13 March 2025

Job Views:  
50
Applications:  19
Recruiter Actions:  5

Job Code

1530212

Investment Relationship Head - NISM

7 - 9 Years.Mumbai
Posted 2 days ago
Posted 2 days 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

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 13 March 2025

Job Views:  
50
Applications:  19
Recruiter Actions:  5

Job Code

1530212

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