About this role
Core domain expertise have Sound knowledge of Wealth
- 1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
- 2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
- 3. Regular regional visit for HNI client meetings, seminar/events.
- 4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
- 5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
- 6. Provide updates on investment opportunities to clients and Relationship Managers.
- 7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified