Managing the High Net Worth customers.
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the clients.
Providing financial planning & Investment Advise
Acquisition & Servicing of High Net Worth customers
Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.
Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF,Wealth Management,AUM,PMS services.
Candidates having experience in general wealth products such as mutual funds.
Should have their own client base and must have skills to generate revenues.
Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.
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