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06/02 Dimple
Head - HR & Administration at PTPL

Views:1559 Applications:127 Rec. Actions:Recruiter Actions:34

KRChoksey - Wealth Manager (6-12 yrs)

Mumbai Job Code: 794609

Job Roles & Responsibilities:

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients-portfolios.

- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

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

Women-friendly workplace:

Maternity and Paternity Benefits

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