Investment Advisor Fresher Jobs in Pune

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Roles & Responsibilities : Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. Managing client relationship and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. To coordinate with product and research team for taking investment decision for the clients as per their financial requirement. To conduct and assist in organizing seminars, workshops and other business development activities