Will be responsible for acquiring preferred clients HNI Ultra HNI - To maintain client relationships and generate AUM Assets Under Management from preferred clients - To advise HNI Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- To coordinate with product and research team for taking investment decision for the clients - To conduct and assist in organizing seminars workshops and other business development activities - To achieve budgeted targets in terms of number of clients volume of business assets - To research investigate and update themselves on available investment - To contact clients periodically and determine if they are satisfied with the service and returns generated - To review the clients investment needs to determine whether market changes life changes economic changes or financial performance indicate a need for portfolio reassessment - Key products to be handled are - Portfolio Management Services Model Portfolio Mutual Funds Insurance Bonds Trading Equity and Commodities Currency ref updazz com

📌 Wealth Manager - Sales - Bank (2-5 Yrs) Surat/chennai/bangalore/jaipur/vishakhapatnam/vizag (bfsi Sales)
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📍 India