Investment Specialist

Shriram Wealth

Posted: 2 months ago
Openings: 10
Applicants: 0

Job Description

5+ Years Experience

Full-Time

Delhi, Jaipur, Chandigarh, Chennai, Hyderabad, Pune, Mumbai, Ahmedabad, Baroda, Surat, Indore and Nasik

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role -

Providing financial solutions for high net worth clients.

Monitor financial market trends to ensure that client plans are responsive.

Must ensure the growth of AUM / Book Size

Responsible for achieving targets based on acquisition and revenue generation through investment products.

Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

Sharing model portfolios with clients

Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.

Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

Strong client UHNI network and relationships

Exceptional communication skills

Ability to think Big

High on integrity

Passionate, Ambitious & perseverant, Entrepreneurial mindset

Relationship management skills, Collaborative approach and a team player

Exp 5+ years of experience into Private wealth management.

Education Graduate with MBA from Premier B schools

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.