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Bonanza Portfolio Ltd logo
Wealth Sales Manager Bonanza Portfolio Ltd

3.0 - 7.0 years

0 Lacs

noida, uttar pradesh

On-site

Role Overview: You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management). Advising HNI/Ultra HNI clients on their Investments, managing their financial portfolio, and deepening the wallet from existing clients will be your primary focus. You will coordinate with the product and research team for investment decisions and assist in organizing seminars and workshops for business development. Achieving budgeted targets in terms of clients, volume of business, and assets will also be a key part of your role. Key Responsibilities: - Acquire preferred clients (HNI/Ultra HNI) - Maintain client relationships ...

Posted 6 days ago

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