3 - 8 Years
Not Disclosed by Recruiter
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Ã Managing client relationship and generate AUM from preferred clients.
Ã Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Ã To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
Ã To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
Ã To conduct and assist in organizing seminars, workshops and other business development activities.
Recruiter Name:Geetha Menon
Contact Company:IIFL Securities Limited