:

:

 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