1) The Candidate should be well versed with the financial markets and products across all asset classes that can be made available to the client.
2) The Candidate should be able to analyse the financial need & risk appetite of the client & recommend suitable solutions from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance & General Insurance
3) Business development through the acquisition of ultra high net-worth clients.
4) Identifying customer needs and assessing their risk appetite.
5) Achieving targets based on acquisition and revenue generation through all investment products.
6) Analyse client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.