Job Purpose
Getting productivity from HNI clients in Portfolio Management Services (PMS),
Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned
in terms of cross selling, enhancing and upgrading the High Net Worth
relationships. He is also responsible for selling Insurance.
Key Deliverables
- Getting productivity from channel in Portfolio Management Services
(PMS), Broking A/Cs & Mutual Fund distribution.
- Achieving the Business targets assigned in terms of cross selling,
enhancing and upgrading the High Net Worth relationships.
- To give your full involvement to support clients to maintain long-term
relationship with them.
- Daily meetings with clients
Role Requirements
- Educational Qualifications: Graduate
- Experience: 3+ Years in Equity / MF
- Domain Knowledge: Equity
- IT Skills: MS Office
Skills: deliverables,brokerage,hni,cross selling,ms office,mutual funds,portfolio management,broking,mutual fund distribution,insurance,portfolio management services,equity
