Posted By
Uma Gangapuram
Last Login: 15 March 2025
45
JOB VIEWS
19
APPLICATIONS
4
RECRUITER ACTIONS
See how you stand against competition
Pro
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Posted in
Sales & Marketing
Job Code
1530102
- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.
- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc
- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.
- Constantly monitor and review client portfolios based on timely analysis of market dynamics.
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Posted By
Uma Gangapuram
Last Login: 15 March 2025
45
JOB VIEWS
19
APPLICATIONS
4
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1530102
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