HNI Portfolio Manager

Department Icon Stock Market Trading Asset & Wealth Management
92+ Applicants
Posted: 1 month ago
0-1 years
Mumbai, Maharashtra
work from office

Posted: 1 month ago
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Applicants: 94+
Job Description
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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 ProductsFinance

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Important dates & deadlines?

Application Deadline

17 Jul 26, 01:36 PM IST

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HNI Portfolio Manager

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