HNI Portfolio Manager

Job Role:

• Meeting the UHNI / Family Office Clients & developing Trust & relationship.
• Customer interactive role (B2C 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 / SIF.

Job Requirements:

• Knowledge of personal finance (Different Investments Avenue & Taxation).
• Detailed Understanding of financial products (Fixed Income & Equity products).
• Updated on Current Affairs.
• Excellent communication skills.

Other Location: Delhi & Bangalore