Job Description
Job Title: Wealth Manager
Location: Andheri & Thane, Mumbai
Mode: On-site
Candidate must be NISM Equity & Derivatives certified.
Role and Responsibilities:
- Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.
- Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products, etc., to match client needs for investment and loan products.
- Stay updated with market knowledge and intelligence through research reports, important webinars, and training published and conducted by IIFL Securities on a regular basis.
- Ensure all activities adhere to the company’s strict Compliance, Risk, and Policy guidelines.
- Develop and maintain long-term relationships with customers to e...
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