01Overview
Job Description
11100
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.Acquisition and Handling a group of HNI (High Net Worth Exclusive) ClientsProfiling Customers and provide financial products to meet customer needsDeepen the relationship by Cross selling to mapped broking clients and Services according to Customer NeedsTo Enhance & Retain customer profitability by capturing larger share of WalletEnsure profitability of the portfolio: Generate high Income per CustomerAcquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified .
