Investment Advisor

Alpha Orion Consultants
  • Ahmedabad, Bangalore, Delhi, Hyderabad, Kolkata, Mumbai, Pune
  • 10-15 lakh
  • 5-10 years
  • Views
  • 23 Oct 2018

  • Audit and Assurance

  • Banking - Retail
Job Description

1.Will be responsible for managing the portfolio of the HNI/ Ultra HNI clients for providing them with better investment solutions & services to facilitate easy wealth creation.
2.Procuring the potential clients through networking, database, market analysis and references.
3.Managing and improving relationship values through client
4.Liaison with operations team to resolve queries and revenue generation.
5.Comply with organizational guidelines and norms.


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Alpha Orion Consultants