Financial Advisor - Male

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RK HR Management

Location :

Nagpur, Maharashtra, India

Discipline :

Industry

Posted Date :

27 October 2022

Job Type :

Full Time

Salary :

Best in Industry

Job Description

We have opening for Financial Advisor - HNI-Male for Stock Broking for NagpurLocation.

Job Profile:
• 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
• Assist in Corporate or in association with Exchanges Depositories and AMC.

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