Roles & Responsibilities :
- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.
- Managing a decent size of client AUM across different financial products.
- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.
- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients
- Ability to cross sell products based on risk profile and suitability.
- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.
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