Karvy - Relationship Manager - HNI Sales

- Acquire and Maintain relationship and increase AUM from HNI clients.

- Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI & Ultra HNI Client segment in the market for new client acquisition.

- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.

- Work along with product team to give feedback and develop need based Product so as to suit the clients requirements

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities

- Assist in Corporate or in association with Exchanges, Depositories and AMC.