About the opportunity
Job Overview
<ul>
<li>Building relationships with clients and managing their portfolios.</li>
<li>Responsible for providing excellent customer service and ensuring that clients' needs are met.</li>
<li>Ensure that portfolios are managed in the most efficient way. </li>
<li>Responsible for managing and growing the HNI NRI base</li>
</ul> <ol>
<li>Develop and maintain relationships with clients to ensure their portfolio management needs are met.</li>
<li>Analyze client portfolios to identify areas of improvement and recommend strategies to maximize returns.</li>
<li>Monitor market trends and provide timely advice to clients on portfolio adjustments.</li>
<li>Develop and implement customized portfolio management strategies for clients. 5. Monitor client portfolios to ensure they are in line with their investment objectives.</li>
<li>Provide clients with regular updates on their portfolio performance.</li>
<li>Research and analyze investment opportunities to identify potential investments.</li>
</ol> <ul>
<li>Should have excellent communication and interpersonal skills, and be able to build strong relationships with clients.</li>
<li>Have a good understanding of the financial markets and be able to provide sound advice to clients. </li>
<li>Should have good connectivity in NRI segment and sound knowledge to understand the business.</li>
<li>Must have cross sell skills for sale of TPP products</li>
</ul>