Job Summary
Company Name
Locations
Nationality
Experience
Keywords / Skills
Education
Function
Role
• Portfolio Manager
Industry
• Banking/ Financial Services
Summary
Posted On
Job Ref code
Job Description
Excellent Market Knowledge/ Networking & Work experience in Delhi Market
To drive team (Advisors) towards acquisitions, enhancing relationship value and maintain own set of clients and contribute to revenue.
Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services.
Build and Manage relationships that result in successful long term partnerships
Maintaining and leveraging on the relationship with clients acquired.
Advise clients on Mutual funds , Structured products, Insurance,Real estate, Private Equity, Gold, Securities, tax implications of investments .
Setting up of clients financial objectives and developing and implementing strategies for achievement of financial goals. Thereafter monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in market .
Should have experience in Managing more than 1 crore plus client net-worth segment
Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of Eligible families.
Job Specification:
– Excellent Communication & Presentation skills.
– Social and Influencing skills. Ability to develop long term relationships.
Minimum Qualification:
MBA / CA / CFA
Key Skill(s)
About Company
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