Job Description

Job description:- Will be responsible for acquiring preferred clients (HNI/Ultra HNI). - To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. - To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - To coordinate with product and research team for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. - To achieve budgeted targets in terms of number of clients/volume of business & assets. - To research, investigate and update themselves on available investment. - To contact clients periodically and determine if they are satisfied with the service and returns generated. - To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. - Key products to be handled are - Portfolio Management Services, Model- Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification:- CFP/CFA/MBA in Finance/MarketingExperience: - 5+ year experience in financial services/Broking Company and Insurance sectorKey Skills: - Should be an individual performer - Handling a reasonable book size - Pleasant personality and good communication skills. (ref:updazz.com)