Wealth Manager

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 ensure high retention levels.
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