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Recruitment Manager at First Source Advisors Pvt Ltd
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Head - Mutual Funds - HNI/Ultra HNI (8-10 yrs)
Position - Head - Mutual Funds
Job Location - Delhi,Mumbai,Pune,Kolkata,Ahmedabad,Lucknow & Jaipur
Outstation Candidate NOT Allowed
Industry
Investment/Broking/Securities
Education
Graduate, PG -especially in finance
The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI segment in the market for new client acquisition
- To research, investigate and update themselves 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.
- To conduct and assist in organizing seminars, workshops, and other business development activities.
- To take care of the complete SBU of the Privilege Wealth Management of the organization.
Skill Set
- Must be able to handle a team of 15 - 20 Managers / AM / RMs.
- Relevant past experience is mandatory.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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