Posted:2 days ago|
Platform:
Work from Office
Full Time
• Meeting the Clients & developing Trust relationship.
• Customer interactive 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.
• Knowledge of personal finance (Taxation, Deductions Benefits)
• Knowledge of financial products (Fixed Income & Equity products)
• Updated on Current Affairs
• Excellent communication skills.
• Team Player.
• Result oriented.
• Open to learn.
• Should have knowledge of MS Office.
• Post-Graduation Compulsory
• NISM VA Compulsory
• NISM XXIA (preferred)
• Be part of a growing channel
• Networking opportunities with UHNI
• Gain in depth knowledge of various Asset classes
Veeyu HR
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