Sr. Relationship Advisor - Wealth Management/ Investment Advisor

V-KONNECT ASSOCIATES
  • Mumbai
  • Confidential
  • 6-10 years
  • 106 Views
  • 26 Mar 2015
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  • Sales/ Business Development/ Account Management, Investments

  • Investment Banking, Financial Services/ Capital Markets
Job Description

PCG- Personal Client Group-Dealing with HNI /Ultra HNI /Super HNI's- Advising and guiding on trading-Guiding on investment, Portfolio Management. Database will be given.
Emphasis on trading/Dealing. Wealth Management.
Communicate with Impact & Empathy
Build & Sustain Relationships
Be Passionate about Client Service
Be Curious: Learn, Share & Innovate
Lead & Contribute to Team Success
Demonstrate Courage & Integrity
Be Open Minded, Practical & Agile with Change.


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V-KONNECT ASSOCIATES