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Senior Key Account Manager at Impeccable HR Consultants Pvt. Ltd.
Views:2373 Applications:57 Rec. Actions:Recruiter Actions:31
Investment Counselor - HNI Segment - NBFC (5-12 yrs)
- Knowledge across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity, Life/Non-life insurance and Structured Products
- Portfolio Restructuring, Financial Planning based on customer risk appetite
- Factoring Clients AUM, Industry and market risk
- Doing joint visits with young RMs and helping them to close deals & nurture young talent.
- Possess skills of handling HNI clients and understanding their financial and non-financial needs.
- Energetic and Passionate to do visits to HNI customers.
- Updated on Current affairs and latest news across the globe.
- Under client's risk appetite and Restructuring Client portfolio
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