Posted By
Posted in
Sales & Marketing
Job Code
847767
Job Description :
- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to the clients and acquire new Wealth Management prospects
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our team of Senior Finance Professionals
- Build and deepen relationships with HNI/UHNI Customers to achieve increase in share of wallet
- Identify prospective customers' needs of financial services
- Leverage organization's and one's own network to create a pipeline of potential clients
- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to the clients and acquire new Wealth Management prospects
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our team of Senior Finance Professionals
- Build and deepen relationships with HNI/UHNI Customers to achieve increase in share of wallet
- Identify prospective customers' needs of financial services
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Posted By
Posted in
Sales & Marketing
Job Code
847767