24 Oct
|
Kindle Hr
|
Mumbai Suburban
24 Oct
Kindle Hr
Mumbai Suburban
Acquire recent 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