Job RoleMeeting 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 RequirementsKnowledge of personal finance (Different Investments Avenue & Taxation)Detailed Understanding of financial products (Fixed Income & Equity products)Updated on Current AffairsExcellent communication skills.Should have knowledge of MS Office.Educational Qualifications & CertificationsPost-Graduation Compulsory (preferably MBA – Finance)NISM VA CompulsoryNISM XXIA Compulsory
Job Title
Relationship Manager - HNI