Posted:4 hours ago|
Platform:
Work from Office
Full Time
Achieve personal and business unit goals by implementing a variety of
Relationship deepening technique and new business acquisition activities
Acquiring and managing HNI UHNI clients
Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions
Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients
Cross-sell Trade & Fx, Wealth, Insurance products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring adherence to Compliance processes and guidelines
AMFI / NISM certified
IRDA Certification
Experience 3 yrs +
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