Posted By
Mehvish Parveen
Senior Consultant at Anakin Management Consultants Pvt Ltd
Last Login: 02 December 2019
Posted in
Sales & Marketing
Job Code
627549
We have a job opening from India Infoline Finance Ltd as a AM/DM/Manager / Sr.Manager / AVP.
ROLES & RESPONSIBILITIES: -
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Managing client relationship and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Didn’t find the job appropriate? Report this Job
Posted By
Mehvish Parveen
Senior Consultant at Anakin Management Consultants Pvt Ltd
Last Login: 02 December 2019
Posted in
Sales & Marketing
Job Code
627549