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Job ID : JO00187

Wealth Management

  • Mumbai
  • 7 months ago
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Job Description

Job Requirement:

  • CFA (Level 3 cleared) fresher.
Job Responsibilities:
  •  To acquire new Clients in the ultra-high net worth segment and reference generation from the specified catchment
  •  Should be adhering to all regulatory and compliance requirements
  •  To achieve monthly new and existing customer meeting targets
  •  No revenue target
  •  Should possess good communication skills, pleasant personality and high initiative
  •  Develops and maintains relationships with the new as well as existing clients
  •  Works closely with Appleton team members to further develop sales opportunities
  •  Should have significant knowledge in multi asset class portfolios
  •  Should have primary information / expertise on AIFs, PMS, & MFs
  •  Must have extensive knowledge on equity fixed income, and alternate asset classes
  •  Should have specialization in finance
  •  Must have excellent sales skills and in-depth product and broad investment knowledge.


Job Requirement


Additional Information

Job Type : Full Time
Experience : 0 - 0 years
Location : Mumbai, India
Qualification :
Job ID : JO00187

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