The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets.?
To research, investigate a...
Key Skills : wealth management,insurance management,associate vice president
RS6,00,000 To 10,00,000North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
The profile involves acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance
Key Skills : relationship management,financial services executive,business development