Job Role
- Meeting the Clients & developing Trust & relationship.
- Customer interactive 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.
Job Requirements
- Knowledge of personal finance (Taxation, Deductions & Benefits)
- Knowledge of financial products (Fixed Income & Equity products)
- Updated on Current Affairs
- Excellent communication skills.
- Team Player.
- Result oriented.
- Open to learn.
- Should have knowledge of MS Office.
Educational Qualifications & Certifications
- Post-Graduation Compulsory
- NISM VA Compulsory
- NISM XXIA (preferred)
Growth & Opportunities
- Be part of a growing channel
- Networking opportunities with UHNI
- Gain in depth knowledge of various Asset classes
