Associate Principal at Hexagon Wealth
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Investment Advisor - Sales (1-5 yrs)
Location: Bangalore
- Client Relationship Management
- Portfolio Management
- Review of Investment Portfolios
- Acquiring and dealing with HNI clients.
- Responsible for AUM/Revenue generation as per pre defined targets.
- Generation of referrals through existing clients.
- Client retention / maintenance.
- Data compilation for financial plans from clients and coordinating between the client and the planner for planning purposes.
- Responsible for communicating of Portfolio Review reports to the clients and execution of all investment related actions on the portfolio.
- Must have excellent oral and written communication skills.
Candidate must be B.com/BBM or MBA. BE with MBA can apply
Prefer candidate with CFP
NISM Series XA and XB Adviser Level 1&2 certification must be taken up if not already completed.
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