Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.New client acquisition for Broking , Investment products – PMS / MF / Fixed IncomeDaily meetings to be done with existing clients and newRequired Candidate profile
- Candidate should have exp handling the HNI and UHNI Clients
- Qualifications : Post Graduation
- Exp- 5 Years in sales / wealth management and experience on PMS, Mutual Fund, AIF & Insurance product
Skills Required
Wealth Management, Pms, Mutual Fund, Aif