Posted By
Posted in
Sales & Marketing
Job Code
1326068
Responsibilities:
- Prospect new HNI / UHNI client relationships by engaging in multiple activities such as cold calling on databases, referrals, social networking, using social media like linked in to reach out to prospective clients.
- Building and maintaining strong relationships with high-net-worth clients
- Understanding the financial goals and needs of the clients and their families.
- Conducting in-depth financial assessment to create customised wealth management strategies
- Recommending suitable investment products and strategies based on client's portfolios
- Aim to build new AUM as well as bring existing AUM / Relationships
- Achieve budgeted targets
- Staying informed about various investment products including stocks, MF, Bonds, and Alternates.
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Posted By
Posted in
Sales & Marketing
Job Code
1326068