Job Requirements:

• 3-8 years' experience.
• MBA – Finance (Full Time) or CA or CFA or CFP
• Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients.
• Good knowledge of financial products.
• Consistently exceed the client’s expectations by being dedicated and passionate.
• Excellent communication skills and a strong executive presence

Job Responsibilities:

• Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF.
• Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
• New client acquisition through referrals from existing clients
• Deepen the relationship and increase the share of wallet for AMC.
• Network with clients to identify avenues for new business opportunities.
• Maintain highest level of service and delivery to all clients.
• Maximise client experience by proactively sharing market updates, trends and other information.
• Ensure compliance with all regulatory requirements and company’s policies & processes at all times.