Choice Group - Wealth Manager - Sales (2-6 yrs)
Job Description :
1. To drive Mutual Fund sales with a target investor base of HNI, Ultra HNIs. Client Acquisition would be the primary responsibility
2. To be a one point contact for investors and provide them with all the assistance required
3. To build and deepen a relationship with the existing investors to provide the highest level of service
4. To liaison with operations and research department in order to enhance investor experience.
5. To grow Asset Under the management and achieve Revenue targets.
Ideal Candidate Should have :
1. At least 2 years of experience of acquiring and servicing HNI and Ultra HNI investors
2. Working knowledge of multiple products likes Mutual funds, NCDs, PMS, AIF, Structured Products, etc.
3. Understanding of suitability of products as per the financial need and risk appetite of the investor
4. A post graduate with NISM VA or XA & XB would be added advantage
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