POSITION DESCRIPTION :
- Relationship Management
- Investment portfolio management
- Generate sales
- Establish investor alliance
- Grow business with fresh acquisition of HNI clients, NBFCs, Banks etc
JOB RESPONSIBILITIES :
- Relationship maintenance with existing clientele
- New client acquisition
- Maintain relationship & grow AUM
- Investment portfolio management
- Growth of business through fresh acquisition of HNIs, NBFCs, Banks and other financial institutions
- Leverage KredX platform through appropriate alliances
SKILLS / KNOWLEDGE / COMPETENCIES (Requirements) :
- Preferred background - AMC, Wealth Management, Private Banking
- AMFI certified
- Handled direct HNI/institution sales
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