Senior Investment Consultant
2 weeks ago
Key Responsibilities:
• Acquire high net worth clients through market analysis, networking, and database research.
• Develop and maintain strong relationships with these clients to generate assets under management (AUM).
• Achieve financial goals of clients through various product lines, including mutual funds, bonds, and alternative investments.
• Advise clients on their investments and manage their overall financial portfolio.
• Coordinate with product and research teams to make informed investment decisions for clients.
• Meet budgeted targets for client acquisition and volume of business.
• Maintain regular communication with clients regarding market information and research.
Desired Candidate Profile:
• Excellent product knowledge of key investment products.
• Ability to handle AUM of 20cr and above.
• Strong social and interpersonal skills.
• Willingness to acquire new clients (B2C)
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