Full Job Description
1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
3. Regular regional visit for HNI client meetings, seminar/events.
4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Job Description People Management: The Centre Manager is responsible for hiring and retaining the staff at their Centre. The centre...
Apply For This JobQualifications Communication skills 12th Pass Full Job Description Dear All, We required female staff for our company. Candidate must have...
Apply For This JobQualifications Human resources Communication skills Marketing Salesforce Academic counseling Bachelor’s degree Master’s degree Full Job Description Designation: Counsellor Location: India(Malad,...
Apply For This JobQualifications Sales Academic counseling PHP B2B Marketing Communication skills Bachelor’s degree Master’s degree Full Job Description Immediate Openings!!! TEAPOD, a...
Apply For This JobWe are looking for an experienced ICT Teacher/ Computer Science Teacher to join our bright team. Desired Profile: BCA/ MCA...
Apply For This JobQualifications Communication skills Customer service Sales Organizational skills Full Job Description Hi All, Greeting from AIM Education – Authorized enrollment...
Apply For This Job