Manager/Financial Advisor - Wealth Management Firm

1. Acquire new HNI and Corporate prospects by promoting wealth management products

2. Retain the existing clients by appropriate servicing and portfolio advisory ( new business from existing clients)

3. Periodic wallet sizing of the customers

4. Ensure top notch service level to the clients with the help of Service team, Advisory team and Management

5. Constantly update knowledge on products, asset classes, trends and developments