Digital Marketing & Brand Communications Specialist (India)

Job Role

• Meeting the UHNI / Family Office Clients & developing Trust & relationship.
• Customer interactive role (B2C role) with Portfolio Management experience.
• Portfolio/Investment Engineers, who can help in designing portfolios.
• Advice and suggesting different investment avenues to HNI clients.
• Acquiring and catering to current HNI clients.
• Growing the existing AUM book size.
• Products- Mutual Fund/ PMS/AIF / SIF.

Job Requirements

• Knowledge of personal finance (Different Investments Avenue & Taxation)
• Detailed Understanding of financial products (Fixed Income & Equity products)
• Updated on Current Affairs
• Excellent communication skills.
• Should have knowledge of MS Office.

Educational Qualifications & Certifications

• Post-Graduation Compulsory (preferably MBA – Finance)
• NISM VA Compulsory
• NISM XXIA Compulsory