Role & responsibilities
Client Acquisition:
Acquire current HNI/UHNI clients through cold calling, networking, references, and market mapping.
Portfolio Management:
Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
Product Advisory:
Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
Relationship Management:
Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
Revenue Generation:
Meet and exceed targets for asset mobilization, revenue generation, and client activation.
Market Intelligence:
Stay updated on market trends, economic updates, and recent product offerings to provide insightful recommendations to clients.
📌 Wealth Manager Ahmedabad (India)
🏢 Credicus Business Services
📍 India
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