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Manager at Karvy Stock Broking Ltd
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Karvy - Relationship Manager - HNI Sales (2-5 yrs)
- ROLES &RESPONSIBILITIES :
The Relationship Manager will be Responsible for Acquiring HNI clients (HNI& Super HNI).
HNI = Initial Minimum Margin of 5 Lac
- 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& Super 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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