Mininum experince of 4 yrs in wealth management with any banks / NBFCs/Securities with experience across wealth/ Investment product like, PMS,Insurance, Bonds, ULIPs, Equities, etc is mandatory
Job Decription :
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.