Wealth Management jobs in Mumbai - SD Consultancy Services

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  • Job View 310 Views
  • Applicants Less than 5 Applicants
  • 2022-02-17

Job Description

Below is the JD :

To up the products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

Achieving the business targets, enhancing and upgrading the Client Net worth relationships.

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix

One point contact for the assigned customer

Acquisition & Servicing of HNI/UHNI customers

Key Skills


Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy



Any Bachelor Degree, Post Graduate Diploma, M.A, M.C.A, M.B.A/PGDM, M.Com

About SD Consultancy Services

We are specialize in Employment Agency and HR Services.

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