contact me at amit.mukherjee@citigroup.com regards Amit Mukherjee
Position Title Financial Advisor Grade AVP / Mgr / AM Reports To Branch Manager Location Mumbai and Delhi Job Description An advisor and a confidante to high net worth clients. A person who acquires and works with high new worth clients to develop long term relationships by providing professional market advisory service with strategic awareness and entrepreneurial insight Work Ex 3 yrs to 8 yrs Professional Background Financial services Academic Background Post Graduate Key Accountabilities
1. Acquire HNI clients who are equity focused
2. Identify new opportunities & actively advise clients
3. Effectively analyze and manage client portfolio in line with the
client risks and objectives
4. Meet revenue targets while maintaining customer centricity
5. Ensure KYC norms are met and updated
6. Provide the highest quality of service and constantly strive to
enhance the integrity and reputation of the company
Key Competencies / Skills Strong domain knowledge
Ability to apply this knowledge to ensure technical or professional solutions are delivered
Strong client focus with the ability to build rapport at all levels, both internal and external
Highly developed interpersonal, negotiation and relationship management skills
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