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Wealth Advisor, Portfolio Manager-HNI Clients -Private Wealth
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- Posted By: SKP Placements, Mumbai
- Address:
- Date Posted: 2nd Sep 2010
- Salary: negotiable
- Location: August Kranti Marg (400001)
- Reference Code:
- Views Since Posting: 99
- Full Description:
2. Acquisition of HNI/corporate clients through wealth advisory services like PMS,MF,Insurance(life,non life),structured products, PE funds, realty funds,broking,gold,real estate PMS
3. Building customized investment portfolios by interacting with the client\'s financial financial needs.
4. Profiling clients for risk appetite analysis & to do a financial planning
5. Strengthening customer relationship by periodic review of their investments and increasing AUM through various product basket.
6. Accountable for achieving company\'s sales target by maintaining proper synchronization with the clients.
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