11 Aug
|
Nameless
|
Thrissur
Are you an experienced investment skilled with a strong
track record in managing high -value portfolios and HNI clients? Join us to play
a key role in driving investment growth and delivering tailored financial
solutions in India’s Fastest Growing NBFC.
? Key Responsibilities
- Manage
and grow investment portfolios with a focus on performance and
profitability
- Build
and maintain strong relationships with HNI (High Net Worth Individual)
clients
- Provide
strategic investment advice based on market insights and trends
- Drive
revenue through investment and wealth management products
- Monitor
market movements and recommend portfolio adjustments
- Ensure
effective risk management and asset allocation strategies
- Collaborate
with internal teams to deliver customized financial solutions
- Ensure
adherence to regulatory and internal compliance standards
Requirements
Who We’re
Looking For
- Qualification:
MBA (Finance or related field preferred)
- Experience: 10+ years in Banks / NBFCs / Financial Institutions
- Strong
experience in handling HNI clients and investment portfolios
- In -depth
knowledge of financial markets, products, and wealth management
- Excellent
communication, negotiation, and relationship -building skills
- Target -driven
mindset with strong analytical abilities