Acquire current super HNIs & manage a portfolio of existing clients.
Cross-selling of products like insurance, Deposits, Equity, PMS, AIF & Mutual Funds.
Regular client meetings to generate revenue, references & offer excellent customer service.
Required Candidate profile
6+ yrs. Exp. in Private Banking/ HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs.
Excellent Communication and relationship skills.
Valuable understanding of investment products.