Recruitment Team at Karvy
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Karvy - Senior Wealth Manager (4-15 yrs)
The relationship manager will be responsible for acquiring and maintaining client relationships using the KARVY Private Wealth platform
- Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios
- Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes
- 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
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