RM Yes First (Agar)

RM Yes First (Agar)

18 Oct
|
Tenheads
|
Agar

18 Oct

Tenheads

Agar

Roles and Responsibilities :

- Manage relationships with high net worth individuals (HNIs) to understand their financial goals and objectives.

- Provide personalized investment solutions through various products such as mutual funds, AIFs, MFs, PMS, and other alternative investments.

- Develop and maintain a deep understanding of clients' portfolios to identify opportunities for growth and risk management.

- Ensure timely communication with clients regarding market updates, performance reports, and any changes in their investment strategies.

Job Requirements :

- 5-10 years of experience in wealth management or related field.

- Robust knowledge of alternative investments including AMCS/AIFs/MFs/PMS.

- Proven track record in managing HNI client relationships and generating revenue through sales of investment products.

📌 RM Yes First (Agar)
🏢 Tenheads
📍 Agar

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