- Assisting the Wealth RM
- Servicing the clients
- Preparing reports to be shared with clients
- Coordination with the AMCs for processing the transactions
- Business Development:
- Generating leads,
- Facilitating meetings with prospects through both cold calling and referencing
Preferred candidate profile
- Valuable communication skills
- Eye to details
- Should be open to learning
- Aggressive and career oriented
- Presentable
- Have an understanding of MFs and other financial products.