Posted:20 hours ago|
Platform:
On-site
Full Time
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.
active interest in their financial well being.
expectations with respect to market.
them to the specific context of several clients thus generating insights for clients
expression
Creative Hands Hr
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