Job Overview
- Promote investment products such as Mutual Funds, Bonds, PMS, AIFs, Equity, and other financial products, as applicable. - Generate revenue through client acquisition, cross-selling, and up-selling of wealth products. - Acquire new clients and expand the existing client base through referrals and market networking. - Develop and maintain a strong network of potential investors and referral sources. - Monitor client portfolios and provide regular updates on market trends and investment opportunities. - Achieve assigned business, AUM, and revenue targets. - Ensure compliance with company policies and regulatory guidelines.
Looking for candidates with at least 4 years of experience in wealth product portfolio handling and client relationship management.