Posted:1 day ago|
Platform:
Work from Office
Full Time
• Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management).
• Understand and assess client investment needs and risk appetite to provide personalized financial advice.
• Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes.
• Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability.
• Conduct regular client meetings and ensure they are logged in the meeting tracker.
• Maintain a client mining focus to increase wallet share and deepen existing relationships.
• Disseminate investment ideas, stock recommendations, and analyze annual reports for enhanced client engagement.
• Support new client acquisition efforts and build long-term, high-value relationships.
• Stay updated with market news, financial trends, and regulatory developments.
• Attend post-result conference calls, analyst meets, and other knowledge-enhancing events to improve service delivery.
• Leverage personal and professional networks to open quality accounts.
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Human Resources / Staffing
51-200 Employees
68 Jobs
Key People
New Delhi, Hyderabad, Bengaluru
15.0 - 30.0 Lacs P.A.
Mumbai, Delhi / NCR
15.0 - 25.0 Lacs P.A.
9.0 - 13.0 Lacs P.A.
Bangalore Rural, Bengaluru
15.0 - 20.0 Lacs P.A.
Ahmedabad, Vadodara
7.0 - 11.0 Lacs P.A.
Hyderabad, Pune, Bengaluru
4.5 - 7.0 Lacs P.A.
Jalandhar, Chandigarh
3.5 - 6.0 Lacs P.A.
5.0 - 5.0 Lacs P.A.
Someshwar, Pune, Surat, Bengaluru
4.0 - 7.0 Lacs P.A.
4.0 - 7.0 Lacs P.A.
