- To acquire and build relations with Retail/ Ultra High Net worth, and Corporates customers

- Cross selling insurance and other wealth management products advising various Treasury related Debt products to the Corporates & SMEs

- Advise Corporate / Promoters / HNI clients on various investments opportunities available in the market and help them to generate a high ROI (Return On Investment)

- To provide end-to-end service solutions to existing customer relationships on a pro-active manner
- To educate all segments of customers with various investment avenues available primarily with investing products avenues and to provide high quality advise to them on their assets allocation
- To gauge the customers risk appetite, time horizon and provide him advisory services in line with customers

- Conceptualize & implement sales promotional plan through various marketing channels

- Updating customers on the changes of trends on the business landscape

- Continuous up-dation of the MI

📌 Manager - Wealth Management Group (Kolkata)
🏢 Way2wealth
📍 Kolkata