2 - 7 years
11 - 12 Lacs
Posted:9 hours ago|
Platform:
Work from Office
Full Time
Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products
Engage with HNI/UHNI clients & understand their investment aspirations
Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio
End to end client relationship mgmt.
Monitoring clients portfolio & updating clients about market events & possibilities
Act as a strong bridge between the Research & Analysis team for regular updates
2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory
Non Acquisition experience analyst not managed portfolio kindly excuse
CTC ; 11 - 14 lacs (Negotiable for the right candidate)
The Firm P
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