Private Wealth

8 - 13 years

15 - 30 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Client Acquisition and Relationship Management:

Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to

assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures,

Equities, MFs, and Fund-based Real Estate products, and other Investment products.

Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.

Profiling Customers and providing financial products to meet customer needs.

Deepen the relationship by Cross selling to mapped clients and Services according to Customer Needs. And Generating AUM

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