Experience - 5-10 Years   Major Deliverables:  - Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.  - Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.  - Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients  - Profiling Customers and provide financial products to meet customer needs  - Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs  - To Enhance & Retain customer profitability by capturing larger share of Wallet  - Ensure profitability of the portfolio: Generate high Income per Customer  - Acquire new customers who meet product criteria through cross-referencing  Ravi Suryawanshi, Intellectual Capital HR Consulting Pvt. Ltd Desk: 022 41284022 Mobile No- 9867303334

Mumbai

VP/AVP - Wealth Management - BFSI 

VP/AVP - Wealth Management - BFSI  ,Job Description for VP/AVP - Wealth Management - BFSI  in Intellectual Capital in  Mumbai for (5-12) years of experience. Apply Now!

Job Description for VP/AVP - Wealth Management - BFSI  in Intellectual Capital in  Mumbai for (5-12) years of experience. Apply Now!