Job Description:

Job description:
 Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
 To maintain client relationships and generate AUM (Assets Under Management)
from preferred clients.
 To advise HNI/Ultra HNI clients on their Investments and managing their overall
financial portfolio and deepening the wallet from existing clients
 To coordinate with product and research team for taking investment decision for
the clients.
 To conduct and assist in organizing seminars, workshops and other business
development activities.
 To achieve budgeted targets in terms of number of clients/volume of business &
assets.
 To research, investigate and update themselves on available investment.
 To contact clients periodically and determine if they are satisfied with the service
and returns generated.




 To review the clients investment needs to determine whether market changes,
life changes, economic changes, or financial performance indicate a need for
portfolio reassessment.
 Key products to be handled are - Portfolio Management Services, Model
Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities &
Currency.
Qualification:
CFP / CFA / MBA in Finance / Marketing
Experience:
 Freshers required
Key Skills:
 Should be an individual performer
 Able to handle a reasonable book size
 Pleasant personality and positive communication skills.
Functional Area:
Marketing

📌 Wealth manager (Delhi)
🏢 RECEX
📍 Delhi