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Talent Acquition Specialist at Emerald Management Services
Views:273 Applications:46 Rec. Actions:Recruiter Actions:33
Investment Advisor - HNI & UHNI (6-14 yrs)
- 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)
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