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1. Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.
2. Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manger.
3. Regular regional visit for HNI client meetings, seminar/events.
4. Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.
5. Provide investment support, education and guidance to clients, prospects and Relationship Managers.
6. Provide updates on investment opportunities to clients and Relationship Managers.
7. Maintain current knowledge of competitors investment capabilities, product offering and pricing policies.
From live job posts on CoreHRx, updated 11 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.
The post does not state the pay. As an estimate, comparable posts on CoreHRx advertise ₹4.8L – ₹13L a year (typical for Accounting & Finance Jobs in India, 286 posts).
It is a full time job.
Interview preparation · 12 questions
Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.
Questions you may be asked
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