Sr RM/RM Investment Products @ tation Enterprise Llp

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Sr RM/RM Investment Products

tation Enterprise Llp
10 Positions
Ahmedabad
8 days ago
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Job Description

Key Deliverables

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
Meet the required AUM, investor acquisition and AUM targets for given
area.
Ensure the timely delivery of customized wealth advise to HNI customers
Periodic review of clients portfolio to ensure that they are in line with
clients investment objectives
Joint calls with branch team

Role Requirement

Bankers: Must have a minimum of 3 years with the same bank and branch.
Wealth Managers from Banks: Should be managing a book of 25-50 crores, preferably focused on investments only.
Wealth Managers, A minimum of 2 years of stability with the same organization and an AUM of 50 crores is required.
Frequent job changers and non-industry profiles will not be considered.
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Domain Knowledge: Sales/Wealth Management, capital markets,Investment Products

Employement Category:

Employement Type: Full time
Industry: Broking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Sr RM/RM Investment Products

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills: hni client handling portfolio management banking sales broking investment products capital market

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₹ 2 to 6 Yr

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Your name (*)

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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tation Enterprise Llp

Jobstation Enterprise Llp Hiring For Leading Wealth Management Company

Sr RM/RM Investment Products @ tation Enterprise Llp

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