Job Role 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. Job 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 Compulsory NISM VA Compulsory NISM XXIA (preferred) Growth & Opportunities Be 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
Job Title
Relationship Manager- HNI Sales