Senior Manager

Quotient Consultancy
  • Mumbai
  • 10-15 lakh
  • 5-10 years
  • Views
  • 13 Oct 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

1. Acquisition & managing High / Ultra High Net Worth customers

2. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

3. 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.

4. Ensure highest levels of customer service to these HNI customers


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy