Job Role:
- Meeting the UHNI / Family Office Clients & developing Trust & relationship.
- Customer interactive role (B2C role) with Portfolio Management experience.
- Portfolio/Investment Engineers, who can help in designing portfolios.
- Advice and suggesting different investment avenues to HNI clients.
- Acquiring and catering to new HNI clients.
- Growing the existing AUM book size.
- Products- Mutual Fund/ PMS/AIF / SIF.
Job Requirements:
- Knowledge of personal finance (Different Investments Avenue & Taxation).
- Detailed Understanding of financial products (Fixed Income & Equity products).
- Updated on Current Affairs.
- Excellent communication skills.
Other Location: Delhi & Bangalore
