Getting productivity from HNI clients in Portfolio Management Services (PMS),
Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned
in terms of cross selling, enhancing and upgrading the High Net Worth
relationships. He is also responsible for selling Insurance.
Key Deliverables
1. Getting productivity from channel in Portfolio Management Services
(PMS), Broking A/Cs & Mutual Fund distribution.
2. Achieving the Business targets assigned in terms of cross selling,
enhancing and upgrading the High Net Worth relationships.
3. To give your full involvement to support clients to maintain long-term
relationship with them.
4. Daily meetings with clients
Role Requirements
o Educational Qualifications: Graduate
o Experience: 3+ Years in Equity / MF
o Domain Knowledge: Equity
o IT Skills: MS Office