· 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.
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 Compulsory
Growth & Opportunities
· Be part of a growing channel
· Networking opportunities with UHNI
· Gain in depth knowledge of various Asset classes
Benefits
· To work with the highest bonus paying AMC in India