Posted By
Manisha Aggarwal
Deputy Key Account Manager at Dream Jobs Staffing Solution Pvt. Ltd
Last Login: 13 November 2024
Posted in
Sales & Marketing
Job Code
1215728
- Responsible for acquring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Critical Routine:
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions.
- Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.
- Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required
- Responsible for business development through acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer.
Critical Routine:
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions.
- Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.
- Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required
- Responsible for business development through acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
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Posted By
Manisha Aggarwal
Deputy Key Account Manager at Dream Jobs Staffing Solution Pvt. Ltd
Last Login: 13 November 2024
Posted in
Sales & Marketing
Job Code
1215728