Key Deliverables
1. Acquiring HNI clients (Affluent & Super Affluent)
2. Achieving the Business targets assigned in terms of cross selling,
enhancing and upgrading the High Net Worth relationships.
3. To research, investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into clients portfolios.
4. CRM
5. Partner & client meeting.
Role Requirements:
- Educational Qualifications: Post Graduate, MBA or Equivalent
- Experience: Minimum 2-3 Yrs of experience in investment products & equity
Domain Knowledge: Equity & Investment Products
Job Category: B2B broking investment NBFC Wealth management
Job Type: Full Time
Job Location: Any Where In South India Pan India