Intileo Technologies
Location
Alwar | India
Job description
- Develop and oversee relationships with High-and Ultra-High net worth clientele.
- Develop and put into practice business plans, policies and procedures for the branch. - Conduct comprehensive review of client portfolios including meeting with clients and advisers to assess strategic based on objective and risk profile, identity opportunities and prepare customized asset allocation suggestion. - Exceptional understanding of wide range of investment vehicles including equity, structured products, currency and derivatives. - Prepare and conduct presentation to clientele and key stakeholders, arranging hand off to peers if required based on client's needs. - Ensure the clients receive high returns and an increased profitability rate.Job tags
Salary
