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Job Description
Job Role:
- Meeting the UHNI / Family Office Clients & developing Trust & relationship.
- Customer interactive role (B2C role) with Portfolio Management experience.
- Portfolio/Investment Engineers, who can help in designing portfolios.
- Advice and suggesting different investment avenues to HNI clients.
- Acquiring and catering to new HNI clients.
- Growing the existing AUM book size.
- Products- Mutual Fund/ PMS/AIF / SIF.
Job Requirements:
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- Knowledge of personal finance (Different Investments Avenue & Taxation).
- Detailed Understanding of financial products (Fixed Income & Equity products).
- Updated on Current Affairs.
- Excellent communication skills.
Other Location: Delhi & Bangalore
Skills
Financial ProductsFinanceIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
17 Jul 26, 01:36 PM IST
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