• Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.
• Managing a decent size of client AUM across different financial products.
• Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.
• Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients
• Ability to cross sell products based on risk profile and suitability
• Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.
• Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables
Post graduate with financial specialization. MBA, CA, CFP, CFA, etc
Candidate with above 5 years’ experience in the industry and having fairly good client base