Job Description
Key Deliverables:
- Manage investment portfolios for HNI and NRI clients
- Drive mutual fund sales and cross-sell wealth products
- Provide tailored financial solutions and portfolio strategies
- Ensure compliance with NISM mutual fund certification
Role Responsibilities:
- Acquire and retain HNI and Ultra HNI clients
- Conduct financial planning and risk profiling
- Deliver regular portfolio performance reviews
- Coordinate with internal teams for seamless service delivery
Skills Required
Wealth Management, Mutual Funds, Hni Sales, Portfolio Management, Private Banking
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