HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.Networking and cultivating a good relationship with the clients.Knowledge of - Equity and Debt based products , LoansExceptional Selling Skills, Soft Skills, and Knowledge of ProductsSkills Required
investment strategies, Portfolio Management, Risk Assessment, Financial Analysis, Client Relationship, Market Research