Job Description
Job Description
Key Deliverables:
- Manage investment portfolios for HNI and NRI clients
- Drive mutual fund sales and cross-sell wealth products
- Provide tailored financial solutions and portfolio strategies
- Ensure compliance with NISM mutual fund certification
Role Responsibilities:
- Acquire and retain HNI and Ultra HNI clients
- Conduct financial planning and risk profiling
- Deliver regular portfolio performance reviews
- Coordinate with internal teams for seamless service delivery
Key Deliverables:
- Manage investment portfolios for HNI and NRI clients
- Drive mutual fund sales and cross-sell wealth products
- Provide tailored financial solutions and portfolio strategies
- Ensure compliance with NISM mutual fund certification
Role Responsibilities:
- Acquire and retain HNI and Ultra HNI clients
- Conduct financial planning and risk profiling
- Deliver regular portfolio performance reviews
- Coordinate with internal teams for seamless service delivery
Apply for this Position
Ready to join Career Solution New Delhi? Click the button below to submit your application.
Submit Application