First Wealth Rm Ahmedabad

First Wealth Rm Ahmedabad

07 Aug
|
TalentAhead
|
Ahmedabad

07 Aug

TalentAhead

Ahmedabad

Acquire and onboard High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) to build and expand the client portfolio.
Develop and maintain robust, long-term relationships with HNI/UHNI clients by understanding their financial goals and investment needs.
Recommend and sell a wide range of investment products, including mutual funds, bonds, PMS, AIFs, structured products, and other wealth management solutions.
Manage and review client portfolios regularly, providing suitable investment advice and portfolio rebalancing based on market conditions and client objectives.
Ensure a high level of client satisfaction through proactive engagement and timely service.
Achieve assigned revenue, asset under management (AUM), and business acquisition targets.

📌 First Wealth Rm Ahmedabad
🏢 TalentAhead
📍 Ahmedabad

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