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. (ref:updazz.com)

Skills Required