Area Manager-Investment Products (Kolkata)
Stock Market Trading Asset & Wealth Management
An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
- Area Manager-Investment Products (Kolkata)
- Company: Quick Turtle
- Job Location: Kolkata, West Bengal, India
- Employment Type: Full-time
- Experience Required: 5+ years
- Responsibilities
Drive a team of wealth manager to 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
- Through team and self contribution meet the required AUM, investor acquisition targets for given area.
- Ensure the timely delivery of customized wealth advise to HNI customers
- Periodic review of client's portfolio to ensure that they are in line with client's investment objectives
- Conduct periodic trainings on products and process for the team
- Joint calls with Relationship Managers/Team-Education -
- Requirements
- 5+ Years in sales/wealth management of handling the HNI clients.
- Team handling experience: Needed,
- Preferred industry back ground: Wealth Management, Banking, Investment Counselling .
Skills
Investment ProductsPMSSPPETeam HandlingWealth ManagementSalesMFUnlisted SharesAIFIf 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.
Similar Jobs
View all
New Stock Market Trading Asset & Wealth Management roles in Kolkata.
One email a day. Unsubscribe any time.
