Investment Advisor - HNI & UHNI

- 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)