We have Urgently Requirement For PMS,Portfolio Management Services,Wealth.
Work Experience: 0.6 To 2 Years
Salary: Up to 25k
Location: Prahladnagar, Ahmedabad
Job Description Send me Jobs like this
Driving business through Relationship Managers
Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning.
Conducting joint meeting with RM for cross selling of Financial Products mainly Life Insurance, General Insurance and other PMS product.
Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Stock Broking, Offshore Investments, Commodities, Currency, Derivatives
Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
Responsible for delivering cross sales targets.
Conducting regular training with Relationship Managers along with Product Expert.
Coordination with channel partners for Sales and Product support, Post Sales Service.
Interested candidates can mail me resume on [HIDDEN TEXT]