
Financial Services Professional
1 day ago
Key Responsibilities:
- We will focus on delivering exceptional service to high net worth individuals, ensuring seamless experience.
- To cater to clients' needs, we offer debt, equity, mutual fund, structured, and real estate products.
- We are responsible for managing and analyzing client portfolios for performance and profitability.
- We drive cross-selling initiatives to deepen relationships and enhance our share of wallet.
- Additionally, we support marketing plans and acquisition initiatives in corporate and high net worth spaces.
Required Qualifications:
- A master's degree in business administration or postgraduate diploma in business administration or postgraduate program in management is preferred.
- Certification from the Association of Mutual Funds in India (AMFI) or National Institute of Securities Markets (NISM) is mandatory; Insurance Regulatory and Development Authority (IRDA) certification is highly recommended.
Key Skills:
- Familiarity with wealth management and financial markets.
- Client acquisition and relationship management skills.
- Portfolio analysis and management capabilities.
- Business development and cross-selling expertise.
This role is ideal for a professional looking to build a career in wealth management and relationship building.
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