Send me Jobs like this Roles and Responsibilities :
Based on your experience and company requirement you will be responsible for some / all of them.
1.Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement .
Formulating strategies to expand the HNI & Retail client's base.
2. Maintaining long term relationships with existing / new clients so as to increase the revenue base for the company.
3.Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
4. Achieving financial goals of the clients through various product line like LI, MF, FI, GI and other liabilities products
Key requirements :
1. Qualification : Graduation or MBA (Both Can Apply).
2. Experience : 1-8 years.
3. Must have experience in wealth / portfolio management, financial planning or investment advisory in at least one of the following products : Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, CPOF, FMPS, Real Estate, SIP, Golds, Bonds.
Why you should join us :