AddressGetting productivity from clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
3. To give your full involvement to support clients to maintain long-term relationship with them.
4. Daily meetings with clients
5. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
6. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
