Description
The role serves high-net-worth clients by profiling their investment needs and offering debt products, structured products, equities, mutual funds, fund-based real estate, and other investment products. It also develops corporate customer acquisition plans, handles and cross-sells to mapped broking clients, retains customer profitability, and expands the client portfolio. The posting requires an MBA, PGDBA, PGPM, AMFI, or NISM certification, along with IRDA certification.
