Wealth

CTC Range: 18 lkh ~ 20 lkh

JOB DESCRIPTION :
Driving Investment product Advisory through Wealth Team.

Planning and driving investor knowledge programs (IKP).

Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.

Ensure continuous process learning for Investment product.

Deliverables activation, retention/win back and revenue.

Assist in raising funds from HNI / UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers.

Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.

Regular regional visit for HNI client meetings, seminar/events.

Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.

Provide investment support, education and guidance to clients, prospects and Relationship Managers.

Provide updates on investment opportunities to clients and Relationship Managers.

Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.

MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified