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: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
Job Title
HNI Portfolio Manager