26/04/2020
Qualification -B.Com and BBA graduate only (Freshers)
Job Responsibility :-
1. Acquiring HNI clients continuously. i.e. Continuously sourcing HNI clients by way of referrals or otherwise, with an objective to increase clientele base.
2.Retaining HNI Clients i.e. maintaining & nurturing HNI client relationships and mobilizing AUM from the HNI clients.
3.Deepening relationship with HNI Clients by high level of engagement thereby managing, re/assessing and advising on their overall investment portfolio.
4.To coordinate with product and research team for taking the right investment decision for their respective clients.
5.To continuously track competition & gather market Intelligence with respect to new investment avenues & product launches, & update the same to their immediate senior & research team jointly.