Roles and Responsibilities
Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Insurance.
Develop and maintain a deep understanding of clients' financial goals and objectives to provide tailored wealth management solutions.
Identify cross-sell prospects for investment products like Mutual Funds, PMS, AIFs, Structured Products, Bonds etc. to enhance client portfolios.
Collaborate with internal teams to ensure seamless delivery of services and products to clients.
Stay updated on market trends and regulatory changes to offer expert advice to clients.
📌 Wealth Manager Kolkata (India)
🏢 Eureka Stock And Share Broking Services
📍 India
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