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15/11 Kriti Sharma
Talent Management Specialist at Emerald Management Services

Views:215 Applications:45 Rec. Actions:Recruiter Actions:18

Investment Advisor - HNI/UHNI (5-13 yrs)

Mumbai/Bangalore/Chennai/Ahmedabad/Delhi NCR Job Code: 1180771

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)

Women-friendly workplace:

Maternity and Paternity Benefits

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