Posted:1 day ago|
Platform:
Work from Office
Full Time
Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management.- Develop and maintain an AUM of INR 50 Cr and above.- Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products.- Deep understanding of client risk profiles and ability to recommend suitable financial solutions.- Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling.- Conduct regular portfolio reviews and rebalancing as per market dynamics.- Ensure compliance with all internal processes, regulatory requirements, and documentation standards.- Collaborate with internal product, research, and operations teams for seamless client servicing
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