Job Description:

Role & Responsibilities

Product Mutual Fund, PMS, Handling HNI clients, Investment

- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process

- Procuring the potential clients through networking, database, market analysis and references

- Generating cross-sells revenue and doing 360-degree financial planning by wealth management

- Managing and improving relationship values through clients

- Liaison with operations team to resolve queries and revenue generation

- Comply with organizational guidelines and norms

- Achieving financial goals and maintaining organization brand value

- Extended financial planning and wealth management services to mapped clients Interact with clients, resolve their queries, and explain complex terminologies to them

Nidhi Bhargava

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 18th Jul 2020

Key Skills:

These are some of our most popular tutorials

People who search this job also searched for the following Keywords

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2020 Wisdom IT Services India Pvt. Ltd Protection Status