- Understand in detail clients investment needs & create a long term Asset Allocation plan.
- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
- Handle the clients- investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Salary offered; 10 - 25 LPA
Didn’t find the job appropriate? Report this Job