HNI Direct Channel

· Meeting the Clients & developing Trust & relationship.

· Customer interactive role with Portfolio Management experience.

· Portfolio/Investment Engineers, who can help in designing portfolios.

· Advice and suggesting different investment avenues to HNI clients.

· Acquiring and catering to new HNI clients.

· Growing the existing AUM book size.

· Products- Mutual Fund/ PMS/AIF.

Requirements

· Knowledge of personal finance (Taxation, Deductions & Benefits)

· Knowledge of financial products (Fixed Income & Equity products)

· Updated on Current Affairs

· Excellent communication skills.

· Team Player.

· Result oriented.

· Open to learn.

· Should have knowledge of MS Office.

Educational Qualifications & Certifications

· Post-Graduation...