The candidate should be working in an individual contributor role and handled a large portfolio size.
The candidate must be a Graduate / Post Graduate and possess more than 2 years of relevant experience from BFSI segment.
Must possess excellent influential skills and be able to inspire trust and confidence in clients.
Cross sell and up sell existing products to the existing and new clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behaviour, macro movements with respect to market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.
Candidate with AMFI, IRDA, NISM certification will be given preference