Job Description :

1. Acquisition of HNI/UHNI/ Corporate Clients and advising on Private Banking/ wealth management services through products like mutual funds,PMS, Bonds, advice on direct equity, etc   2.Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio . 3. Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios 6. Managing relationships of HNI clients, retaining & enhancing advisory relationships. 7. To generate revenue from existing customers mapped and from new clients * Must be from a Banking Wealth Management/ Broking background. Skill required: – Graduation/PG in any discipline with minimum of 4-5 years work experience, largely in wealth management   NISM certification for cash and derivatives segment of equity market. AMFI certificate would be added advantage

 

Company Name : Intact Search

Preferred Location : Mumbai City

 

Job Requirements :

4 to 5 Yrs |derivatives |management |advisory |bonds |amfi |sales |research |banking |marketing |broking | development | mutual | wealth | relationship | funds | direct | private | business

 

Salary Offered :

Rs 3.5 – 6 Lakh/Yr

To Apply

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