Assistant Manager at Karvy Stock Broking Ltd.
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Karvy - Relationship Manager - HNI Sales (2-6 yrs)
Key Responsibilities:
- Acquire and Maintain relationship and increase AUM from HNI clients.
- Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.
- Work along with product team to give feedback and develop need based - PRODUCT so as to suit the clients requirements
- To coordinate with product and research team for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities
- Assist in Corporate or in association with Exchanges, Depositories and AMC.
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