23 Oct
|
Kindle Hr
|
Mumbai Suburban
23 Oct
Kindle Hr
Mumbai Suburban
- Acquire new HNI/UHNI clients through networking, referrals and other sourcing channels.
- Drive sales of PMS, AIF (Category I, II & III) and Unlisted Shares.
- Build and significantly grow the client book size through fresh client acquisition and investment inflows.
- Understand clients financial goals and recommend suitable investment products based on their risk appetite.
- Generate revenue by acquiring current clients, expanding existing portfolios and cross-selling investment products.
- Build and maintain long-term relationships with HNI/UHNI clients.
- Conduct regular portfolio reviews and provide investment-related updates to clients.
- Track market trends and stay updated on investment products and regulatory requirements.
📌 Wealth Relationship Manager (Mumbai Suburban)
🏢 Kindle Hr
📍 Mumbai Suburban