About the role
Getting productivity from HNI clients in Portfolio Management Services (PMS),Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assignedin terms of cross selling, enhancing and upgrading the High Net Worthrelationships. He is also responsible for selling Insurance.
Key Deliverables
1. Getting productivity from channel in Portfolio Management Services(PMS), Broking A/Cs & Mutual Fund distribution.2. Achieving the Business targets assigned in terms of cross selling,enhancing and upgrading the High Net Worth relationships.3. To give your full involvement to support clients to maintain long-termrelationship with them.4. Daily meetings with clients
Role Requirementso Educational Qualifications: Graduateo Experience: 3+ Years in Equity / MFo Domain Knowledge: Equityo IT Skills: MS Office