Posted By
Rashmi Mudholkar
VP - Resourcing & Strategic Initiatives at People Konnect
Last Login: 22 February 2018
Posted in
Sales & Marketing
Job Code
521449
- New Client Acquisition
- Asset allocation analysis & Financial Planning
- Handling a portfolio of HNI clients with the team leader
- Growing share of wallet of the client's total portfolio
- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas
- Portfolio monitoring and analysis
- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)
- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience
- Should have thorough knowledge of financial markets and different asset classes
- Should preferably carry his/ her own base of clients.
- Should have an excellent network of clients and prospects who can be tapped for business
- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player
- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.
Didn’t find the job appropriate? Report this Job
Posted By
Rashmi Mudholkar
VP - Resourcing & Strategic Initiatives at People Konnect
Last Login: 22 February 2018
Posted in
Sales & Marketing
Job Code
521449