Financial Advisor

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RK HR Management

Location :

Jalandhar, Punjab, India

Discipline :

Industry

Posted Date :

18 November 2022

Job Type :

Full Time

Salary :

Best in Industry

Job Description

  • Acquire and Maintain relationship and increase AUM from HNI clients.
  • Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.
  • To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients portfolios.
  • Work along with product team to give feedback and develop need based PRODUCT so as to suit the clients requirements
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities

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