Financial Adviser-Wealth Management / Leading MNC
- To Acquire and Offer holistic Wealth Management solutions to HNI and super high net worth clients with Ticket size of 1Cr-1.5 Cr+
- Requires entrepreneur mindset in building a strong book with such strong hni clients
- Responsible for pitching the clients with right products thereby increasing the book size.
- Consistently build own book through acquisition of HNI/UHNI clients and AUMs
Manage client portfolio and deliver client delight through constant engagement with existing clientele
- Build strong cross-functional relationships business and hence generation of business through cross sell.
Experience- 5+ years of broking / wealth management exp.
Education- Full time MBA from Premire Institute.
We are here to assist you in finding the right talent.
L: 011 – 41452000
F: 011 - 41557015
T: +91 8744800051
We are here to assist you in finding the right job.
T: +91 11 45138872