Design Director
Posted on :
06-05-2024
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1 Vacancy
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Job Description
JD for Relationship Manager Equity Advisor for Wealth Management Firm
- Interaction with the Analyst to understand their Buy/Sell recommendations
- Interaction with Seniors in the firm with regard to their views on Equity and Debt Market
- Interact with the clients of the Firm regularly on Equity Market Recommendations
- Interact with the Clients for resolving their queries and inquiries
- Develop referrals from the existing HNI and UHNI Clients
- Prepare Presentation Notes for clients from time to time
- Maintain a good level of relationship with the HNI and UNHI clients
Skills :
Employment Type
Full Time
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