Posted By
Posted in
Sales & Marketing
Job Code
1415087
- Knowledge of wealth products (Equity, Debt, MFs, Life Insurance, Health Insurance, PMS, structured wealth and financial products etc).
- Acquiring and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) in the financial services industry.
- Understanding of market trends and financial products to provide the best investment advice to clients.
- Portfolio Management and Financial Planning for clients (tax planning, retirement planning, and goal-based investing)
- Managing sales targets as per business plans.
- Managing multiple client portfolios, ensuring each client receives personalised attention and service.
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Posted By
Posted in
Sales & Marketing
Job Code
1415087