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