Posted By
Posted in
Banking & Finance
Job Code
1192461
- Established & acquired HNI & institutional clients with high level of retention & loyalty, enabled negotiations regarding variations in prices, delivery, and customer specifications to the management
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals
- Experience in Mutual funds, AIF, Equity, PMS, products.
- Select specific investments or investment mixes for purchase by an investment fund
- Expertise in partnering new IFAs, ND, Family Office in Bangalore market
- Develop or direct development of offering documents or marketing materials
- Present investment information, such as product risks, fees, or fund performance statistics to both investors and company leadership
- Meet with investors to determine investment goals or to discuss investment strategies.
- Fund raising individually as well as efficient channel partner network
- Real estate experience is preferred
- Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
1192461
Download the iimjobs app to
apply for jobs anywhere, anytime
Download on
App Store
Get it on
Google Play
Scan to Download