8 - 13 years
30 - 45 Lacs
Posted:1 week ago|
Platform:
Work from Office
Full Time
Responsible for achieving targets based on acquisition and revenue generation through investment products. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Analyse client portfolios and make necessary suggestions. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Preferred candidate profile
Vrinda Global
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