Associate Principal at Hexagon Wealth
Views:113 Applications:27 Rec. Actions:Recruiter Actions:22
Investment Advisor - Sales (1-5 yrs)
Location: Bangalore
- Client Relationship Management
- Portfolio Management
- Review of Investment Portfolios
- Acquiring and dealing with HNI clients.
- Responsible for AUM/Revenue generation as per pre defined targets.
- Generation of referrals through existing clients.
- Client retention / maintenance.
- Data compilation for financial plans from clients and coordinating between the client and the planner for planning purposes.
- Responsible for communicating of Portfolio Review reports to the clients and execution of all investment related actions on the portfolio.
- Must have excellent oral and written communication skills.
Candidate must be B.com/BBM or MBA. BE with MBA can apply
Prefer candidate with CFP
NISM Series XA and XB Adviser Level 1&2 certification must be taken up if not already completed.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
