Sales- HNI Direct

Role & responsibilities :

• Meeting 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 Funds/ PMS/ AIF

Job Requirements:

• Knowledge of personal finance (Taxation, Deductions & Benefits)
• Knowledge of financial products (Fixed income and equity products)
• Updated on current affairs
• Excellent communication skills
• Team Player
• Open to learn
• Should have knowledge of MS office

Educational Qualifications and Certifications:

• Graduation Mandatory
• NISM VA Compulsory
• NISM XXIA (Preferred)

Growth & Opportunities:

• Be a part of a growing channel
• Networking opportunities with UHNI
• Gain in depth knowledge of various Asset Classes

Benefits

• To work with the highest bonus paying AMC in India