
Strategic Investment Advisor
3 days ago
Key Responsibilities:
">- 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 offerings and service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, Mutual Funds, and Fund-based Real Estate products.
- Assist in developing and implementing marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquire and handle a group of HNI (High Net Worth Exclusive) Clients.
- Profile Customers and provide financial products that meet customer needs.
- Deepen relationships by cross-selling mapped broking services to customers and providing services according to customer needs.
- To enhance and retain customer profitability by capturing a larger share of wallet.
- Ensure portfolio profitability: Generate high income per customer.
- Acquire new customers who meet product criteria through cross-referencing.
Required Skills and Qualifications:
- MBA/PGDBA/PGPM or equivalent qualification
- AMFI/NISM certification
- IRDA certification
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