Karvy - HNI Sales Professional (2-15 yrs) Chandigarh/Jalandhar/Ludhiana (BFSI Sales/Marketing)
Karvy Stock Broking Ltd
8h ago
source : iimjobs.com
  • Acquire and Maintain relationship and increase AUM from HNI clients.
  • Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Aggressively track the HNI& Super HNI Client segment in the market for new client acquisition.
  • To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.
  • Work along with product team to give feedback and develop need based - PRODUCT- so as to suit the clients requirements
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities
  • Assist in Corporate or in association with Exchanges, Depositories and AMC.
  • ref : updazz.com)

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