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| Job Location | Delhi |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Education / Training |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
1. Entire portfolio analysis, wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . 2. Formulating strategies to expand the HNI & Retail clients base. 3. Maintaining long term relationships with existing/ new clients so as to increase the revenue base for the company. 4. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financiaMust have experience in wealth/ portfolio management, and financial planning.Should be NISM/ IRDA / AMFI,
Keyskills :
sales wealthmanagement banking mutualfunds financialplanning musicmaking needanalysis hni risk amfi irda retail wealth analysis management MakingMusic Digital tfolioanalysis tfoliomanagement tfolio