Investment Counselor - HNI Segment - NBFC (5-12 yrs) - Jobs World

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Wednesday, January 16, 2019

Investment Counselor - HNI Segment - NBFC (5-12 yrs)

Mumbai, Maharashtra - - Knowledge across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity, Life/Non-life insurance and Structured Products - Portfolio Restructuring, Financial Planning based on customer risk appetite - Factoring Clients AUM, Industry and market risk - Doing joint visits with young RMs and helping them to close deals & nurture young talent. - Possess skills of handling HNI clients and understanding their financial and non-financial needs. - Energetic and Passionate to do visits to HNI customers. - Updated on Current affairs and latest news across the globe. - Under client's risk appetite and Restructuring Client portfolio...

source http://jobviewtrack.com/en-in/job-4f1841636f222c6c641b550d1b04020817214c5b514518/1f1ab30608b0a970704f58a8ae1dfb90.html?affid=f584d43114bf1954a48e3ec6be21b6ec

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