Head - Mutual Funds
By Globe Capital Market Ltd
Location :Delhi, Mumbai, Pune, Kolkata, Ahmedabad, Lucknow & Jaipur
Experience : 8 years in Same field
Keyskills:Should have high level of energy and a flare for marketing. Should be an out going person, he should not hesitate to go out in the market. Should be fluent in Vernacular Language. Should be having decent communication skills
*Must be able to handle a team of 15 - 20 Managers / AM / RMs.
*Relevant past experience is mandatory.
*The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). *Maintaining client relationships and generate AUM from preferred clients. *Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients *Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. *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. * To take care of the complete SBU of the Privilege Wealth Management of the organization.