Quotient Consultancy
  • Mumbai
  • 9-15 lakh
  • 7-12 years
  • Views
  • 20 Dec 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Acquisition & managing High / Ultra High Net Worth customers

Cross-sell products and services to both new and as well as existing customers as per their

lifestyle, risk profiling and requirements

Analyze client portfolios and make necessary suggestions. This includes comprehensive

financial planning and asset allocation and accordingly advising clients on investment

products and services like Mutual Funds, Insurance or PMS etc.

Ensure highest levels of customer service to these HNI customers


Graduate or Post Graduate ( preferably Finance )

NISM certified OR AMFI Certified

Competencies/Skill sets for this job

Portfolios Mutual Funds Allocation Finance Acquisition High Net

Job Posted By

Amogha .

About Organisation

Quotient Consultancy