- New Client Acquisition
- Asset allocation analysis & Financial Planning
- Handling a portfolio of HNI clients
Team Management
- Growing share of wallet of the client's total portfolio
- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas
- Portfolio monitoring and analysis
- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)
- Transaction execution and fund house coordination
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should have thorough knowledge of financial markets and different asset classes
- Should preferably carry his/ her own base of clients who can be introduced
- Should have an excellent network of clients and prospects who can be tapped for business
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