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Veerwal Getwork Services
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Affluent Wealth Manager

Affluent Wealth Manager

Veerwal Getwork Services

5 - 10 years

|

8 - 10 Lacs

Posted:12 hours ago| Platform:

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Skills Required

hni sales portfolio management mutual funds cross selling portfolio management services hni acquisition hni client handling wealth management tpp pms open market aif investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc.
Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue growth.
Develop and maintain strong relationships with HNI clients by providing exceptional customer service and ensuring their financial goals are met.
Collaborate with internal teams to resolve client queries and issues related to portfolio management services.
Meet sales targets set by the organization while adhering to regulatory compliance norms.

Desired Candidate Profile

5-10 years of experience in Wealth Management or similar field with expertise in HNI Client Handling, HNI Sales, HNI Acquisition, Portfolio Management, PMS, Mutual Funds, Aif etc.
Strong understanding of Investment Products including Open Market transactions.
Proven track record of meeting sales targets consistently over time.

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Veerwal Getwork Services

Human Resources / Staffing

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