Job Description :
Getting productivity from HNI clients in Portfolio Management Services (PMS),Broking A/Cs & Mutual Fund distribution.Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relat
This role is with Credit Suisse Securities (India) Private Limited
As part of the role, your responsibilities include:
* As a continued effort to grow our Transactional Revenues in India, we would like to hire an Equity specialist who would hel
Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
We have an urgent opening for the position of Relationship Manager in Premium Clients Vertical with one of the leading Asset Management Company for Mumbai Location.
Roles and Responsibilities -
* Ensure effective and smooth rel