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HNI | Wealth Manager

HNI | Wealth Manager

Waytogo Consultants

6 - 11 years

7 - 13 Lacs

Navi Mumbai, Bengaluru, Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

Mutual Funds Wealth Management Private Banking TPP PMS Portfolio Investment Advisory HNI Acquisition Private Wealth AIF Structured Products Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsibilities: To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

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Waytogo Consultants

www.waytogoconsultants.com

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San Francisco

50 Employees

82 Jobs

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HNI | Wealth Manager

Experience & Salary

Skills Required

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Job Description

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