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Job Location : Mumbai
Job Type : Permanent
Job Responsibilities :
Manage HNI Investors' portfolios , keeping investor plans up-to-date
Acquire new HNI clients and increase their portfolio size
Understand HNI client’s needs and develop long-term relationships
Keep updated with client profiles, investment objectives, and risk appetite
Advise and develop an investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
Prepare or interpret for HNI Investors,' information such as investment performance reports, financial document summaries, or income projections
Investigate available investment opportunities to determine compatibility with client financial plans
Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks
Monitor financial market trends and advise HNI Investors on Financial Products and Services
Job Requirements :
Master's Degree in Finance or equivalent qualification
4-6 Years of experience in wealth management handling HNI portfolio
Strong Networking and Relationship Building skills
Understanding of Debt products and debt market preferred
Good communication - written & verbal and excellent presentation skills
Excellent analytical skills
About the client : The client provides institutional & HNI investors investment and financial services.
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