Dealing with HNI and Corporate Clients and providing them advisory services.
Business Development across the asset class including Private Equity, Debt and Mutual Fund.
Client Profiling, Financial Planning, Portfolio Construction, and Re balancing
Raising fund for AMC and Corporate through Ultra HNI Clients.
Responsible for Business Development and identifying customer needs & giving solutions across
various asset classes
Equity / Debt / Real Estate / Currency / Alternate Investments.
Advice customers on all investment products including equity, PMS, Private Equity, F & O, currency,
commodity, insurance, mutual funds, and loan etc. and execute transactions.
Adding value to the client and staying ahead of the competition by structuring and implementing
Ensuring high quality service and Key Customer Relationship
Maintaining good relationship with customers.