Job Description
As per our discussion on call Please find below JD for your reference.
Company Name : Yubi
Role: Wealth RM / Senior RM
Location : Chennai & Coimbatore
Experience : 3years to 8years
Job Description :-
Snapshot of Key responsibilities:
To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD's PTCs, etc.
To educate clients on the features, benefits, and risks associated with various wealth management products. To identify new business opportunities and generate leads through networking and referral...