Posted:2 days ago|
Platform:
Work from Office
Full Time
Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Ensure all operations day to day integration along with seamless Liasoning with Research Team
MBA/CA/CFA or relevant financial qualification preferred.
Candidates open for Individual role can be looked as Sr RM's/Partners/Sr Partners/Managing Partners
Candidates willing to shift along with their teams are welcome
PRIVATE BANKING experience only , Family Office experience also share
Analyst , Equity traders , Operations exp only pls excuse
CTC ; 45 - 50 lacs (Negotiable & not a constrain for the right candidate commensurate with exp )
The Firm P
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