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For Employers

FWRM

3 - 8 years

|

7 - 14 Lacs

Posted:1 month ago| Platform:

Apply

Skills Required

hni hni sales hni acquisition hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key responsibilities

Client Relationship Management:
Develop and maintain strong relationships with existing and potential high-net-worth clients.
Financial Advisory:
Understand clients' financial needs and goals, and provide tailored investment solutions like mutual funds and insurance.
Sales and Growth:
Meet and exceed sales targets by acquiring new clients and increasing business from existing ones.
Portfolio Management:
Conduct regular portfolio reviews and provide clients with updates on their investments.
Cross-selling:
Collaborate with other bank teams to cross-sell a range of products and services to clients.
Market Awareness:
Stay updated on market trends and provide timely investment advice.
Compliance:
Ensure all activities comply with internal policies, regulatory guidelines, and banking standards.

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