Posted:2 months ago|
Platform:
On-site
Full Time
The below opening is with a well reputed NBFC (Wealth Management Company)
Location: Chennai (Only local candidates preferred)
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Responsible for business development through acquisition of high net-worth clients.
Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Recommend financial products.
Responsible for identifying customer needs and assessing their risk appetite
Provide regular updates to the immediate superior as and when required
Create and enforce plans that will help meet the needs of the customer.
Client Acquisition and Client Active Ratio—No of new clients added in the FY
High Revenue Impact Project—HNI Clients engagement & their revenue growth
Banking and NBFC job
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