• Ability to manage & improve relationship value of existing customers.
• Ability to build and maintain long term relationships, deepening relationship and growing revenues.
• Ability to provide seamless and superior service delivery.
• Ability to ensure compliance with key regulatory level requirements.
• A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market.
• Excellent oral and written communication skills with clarity of thought, speech and expression.
• Excellent interpersonal skills.
• Good Analytical Skills.

Role and Responsibilities

• 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 <...