Key Responsibilities:
1. Managing Investment portfolio of High Net worth customers.
2. Advising HNI clients about all major asset classes i.e. Equities, Structured products, PMS, MF, Insurance, commodities with a view to protect and transfer their wealth by solving complex needs about investment planning, financial planning, and allocating assets.
3. Profit geneartion through investment business, team management ,CRM & account management too.