Responsible for Wealth Management of HNI Clients.
Acquisitions of New HNI Clients.
Making sound marketing strategies for client acquisition and retention.
Ensuring client satisfaction by building good relationships with clients.
Financial planning of clients as per their requirements.
Active participation in business planning with your team members.
Keeping a record of clientele.
Required Candidate profile
Job Specifications:
· Excellent communication skills (Verbal as well as Written)
· Proactive.
· Must be a Graduate preferable MBA/CA/CFP.
· Knowledge of Financial products mainly equity.
· Experience 2 to 8 years
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