Looking for direct sales in wealth management, PMS, HNI client handling, & portfolio only!!
- The job is basically in direct acquisition & relationship management of HNI & ultra HNI clients.
- To connect to and advise Ultra HNI clients for their investment portfolio primarily offering PMS and AIF
- To capture mindshare and investment share of the UHNI/Family offices with sound domain knowledge of investment across structured products
- To understand clients' existing investments, goals and risk appetite and provide appropriate advise with the product basket
- To Add value to the client by providing market trends, investment philosophy and product specific ideas and knowledge
- To exhibit strong acumen of Equity, structured products, AIF and PMS and have an overall philanthropic attitude on Investment Portfolios.
- To help grow business by direct sales.