JOB DESCRIPTION :

Key Responsibilities:

1. To develop and manage relationships with High net worth clients in order to provide

them with investment products and services in line with their risk profile

*Need to open Demat account .

2. To meet the product targets.

3. Recommendation of products as per client requirement.

5. Manage 40 to 50 clients

6. Should generate leads and cover 3x times of cost.

7. Responsible for initial acquisition of clients & then taking business forward with

coordination of HOD.

8. Should maintain & continuously develop a high end client base.

9. To have specialized knowledge on the Private Client Product Suite, Indian Stock

Market 

 * Need to acquire HNI clients

10. To continuously track market trends and customer requirements and help the products