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Talent Management Specialist at Emerald Management Services
Views:223 Applications:47 Rec. Actions:Recruiter Actions:18
Investment Advisor - HNI/UHNI (5-13 yrs)
Job Responsibilities:
- To profile and understand HNI & UHNI clients objectives and advice them the right products.
- Manage and analyze client's portfolio and update them on its performance.
- Develop rapport with clients interested in Investments in Capital Markets.
- Regularly connect with RMS to update them about market developments.
- Assist RMs for their appointments on Investment Deals.
- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services (third party), Insurance and Private Equity.
- Need to give advice on investment products (HNI & Ultra HNI clients)
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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