Head - Mutual Funds

Globe Capital Market Ltd

5 to 8 yrs. Kolkata , Ahmedabad , Delhi
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Posted on 18 Dec 2017

Job Description

Job Description
*The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). *Maintaining client relationships and generate AUM from preferred clients. *Advising 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 take care of the complete SBU *Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

Link to Job: http://www.uniquetechcom.in/view.php?view=71

Keyskills

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