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hni client handling wealth management high net worth individuals hni sales wealth advisory hni acquisition

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Job Type

Full Time

Job Description

Greetings from "APEX SERVICES"

 Role-  Relationship Manager ( HNI )

CTC- upto-12 LPA + incentive + other benefit

 

Branch Dealing

ROLES & RESPONSIBILITIES:

 

  1. The Relationship Manager will be responsible for bringing their existing clients (Affluent
  2. Super Affluent) and building a strong client book.
  3. Building relationships with clients & educating them about Investments
  4. Maintaining client relationships and generate AUM from preferred clients.
  5. Client Acquisition as per targets and cross selling of 3rd party products
  6. Track the Affluent & Super Affluent Client segment in the market for new client

Acquisition

  1. To coordinate with product and research team (Centralize CFP Team) for taking

investment decision for the clients.

  

apex.pandeypankaj@gmail.com

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Apex Services. Hiring For One of leading broking firm logo
Apex Services. Hiring For One of leading broking firm

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