Job Description:

1 To acquire families of the desired segment (disposable surplus between Rs 5 -25 cr) using the core proposition of risk profiling, asset allocation, appropriate Fund Manager selection and enhanced client management

2 Post acquisition, the role is also to ensure that there is continuous and incremental wallet share from the families leading to our Assets Under Management and subsequently increased revenues

3 To increase the business & profitability of the Wealth Management Division by providing effective financialportfolio & wealth management advisory services to existing clients and develop new clients

4 The critical skill sets that this profile requires are an in-depth knowledge of all wealth management products &services, strong communication, negotiation & problem solving skills, proactiveness, high customer & targetorientation Having access to the high net worth client base

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 15th Mar 2020

Key Skills:

Company Profile:

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