Posted: 1 month ago
4-11 years
Chennai,Coimbatore,Salem,Tamil Nadu,Tiruchirappalli
Operations Maintenance & Support
work from office
Full Time
Closes 11 Nov 2026
Posted: 1 month ago
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Job Description
:
- Focus on AUM growth and retention while managing and growing HNI/UHNI customer relationships.
- Use tailored wealth solutions to expand your clientele and strengthen your current connections.
- Offer and distribute investment solutions such as mutual funds, PMS, AIFs, fixed income, structured products, insurance, and others.
- To create specialized investing strategies, comprehend the goals and risk profiles of your clients.
- Promote advisory-led revenue growth and conduct routine portfolio evaluations.
- Work together with the investing, product, and research teams to provide comprehensive wealth solutions.
- Ensure that regulatory and compliance standards are followed while maintaining a high level of client interaction.
Skills
Wealth ManagementPortfolio ManagementBFSI SalesSalesBrokingCustomer RelationshipsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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