Job Type: Permanent role
Job Locations: Mumbai/ Delhi/ Pune/ Hyderabad/ Ahmedabad
Job Responsibilities:
- To provide end-to-end service solutions to existing customer relationships in a proactive manner
- Identify potential new clients and work with them to build relationships with the goal of managing their wealth
- Building and maintaining long term relationships, deepening relationships, and growing revenues for the organization
- Prepare or interpret for HNI Investors information such as investment performance reports, financial document summaries, or income projections
- Investigate available investment opportunities to determine compatibility with client financial plans
- Manage HNI Investors' portfolios, keeping investor plans up-to-date.
- Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks
- Monitor financial market trends and advise HNI Investors on Financial Products and Services
Job Requirements -
- Master's Degree in Finance or equivalent qualification
- 3-5 years experience in Financial Services/Asset & Wealth Management
- Strong Networking and Relationship Building skills
- Good communication - written & verbal and presentation skills
- Good business acumen, problem-solving ability
- Excellent analytical skills
About the client: The client provides institutional & HNI investors investment and financial services.
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