Customer Development (Chennai)

Customer Development (Chennai)

11 Nov
|
Sakthifinance Financial Services
|
Chennai

11 Nov

Sakthifinance Financial Services

Chennai

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.

- Identify new business opportunities through networking and relationship building with existing contacts.

- Develop and maintain strong relationships with HNIs to increase revenue growth through cross-selling of third-party products.

- Analyze market trends and economic conditions to make informed investment recommendations for clients.

Job Requirements :

- 1-5 years of experience in HNI sales or wealth management.

- Robust understanding of mutual funds sales, portfolio management, and third-party products.

- Excellent relationship management skills with ability to build trust with high net worth individuals.

📌 Customer Development (Chennai)
🏢 Sakthifinance Financial Services
📍 Chennai

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