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

Industry

Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy

20

Qualification

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


About SD Consultancy Services

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