8 - 13 years
25 - 40 Lacs
Posted:1 week ago|
Platform:
Work from Office
Full Time
The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.
What is the roles objective?
Establish, grow, and manage investment relationships with clients
Be the primary client contact and trusted investment advisor
Deepen existing client relationships by providing appropriate investment advice and solutions
Acquire new clients through market intelligence & engagements
Share market updates and house views to clients on a timely basis
Update clients on their investments and its performance
Leverage existing client relationships and other sources to acquire new clients
Recognize changes in clients/ market environment which may present opportunities
Enhance client experience through strong relationship management
What skills do you need to possess?
Superior understanding of Markets and Products
Strong knowledge of different asset classes
Experience of providing investment advice and solutions
Strong interpersonal and communication skills
Good Analytics Skills
Digital mindset
What is the prior experience needed?
8 to 14+ Years of experience
What qualification/s you should have?
Master’s in business administration or any equivalent degree
Interested Candidates pls send resume on bhuvaneswari.hcconsulting@gmail.com
Veeyu HR
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