Key Responsibilities:
Acquire and manage HNI / UHNI clients
Understand client financial goals and risk profile
Provide advisory on:
Mutual Funds
PMS
AIFs
Bonds
Insurance
Structured products
Equity investments
Conduct portfolio reviews and suggest asset allocation strategies
Increase wallet share and product penetration
Build long-term client relationships
Achieve revenue and AUM targets
Stay updated on market trends and investment opportunities
Skills Required:
Strong knowledge of financial markets
Client relationship management
Sales & advisory skills
Financial planning
Portfolio analysis
Communication & negotiation
Pay: From ₹500,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
- Life insurance
- Paid sick time
- Provident Fund
Work Location: In person
