Rm Mutual Fund Ultra Hni Client Handling(Amc)

Job Description - HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). - Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. - Networking and cultivating a good relationship with the clients. - Knowledge of - Equity and Debt based products , Loans - Exceptional Selling Skills, Soft Skills, and Knowledge of Products -...

Company Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and...

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in . We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in...

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...

About the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in . We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in...

About the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...

About the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...

Company DescriptionPA Wealth is a leading investment services group in India, managing over ₹1600+ crores across diverse financial verticals. With expertise in wealth management and capital markets, we offer tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth...

The Client Support Executive is responsible for providing customer service and support to clients in the mutual fund or in the Stocks. This role involves addressing client inquiries, resolving issues, and ensuring clients have a thorough understanding of the firm’s mutual fund products and Stocks services. Client Support Executive is to ensure client...

To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch.The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health...