Hindco Recruitment Consultants→
Wealth Manager | Leading Financial Services Co.… at Hindco… · Indore
ExperiencedOn-siteIndore
Skills
HNIHNI AcquisitionWealth ManagementUpsellPortfolio ManagementNew Client AcquisitionCross SellingCross Sales
Job Description
- Accountable for acquisition of High net worth clients.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers.- 5+ years of experience in managing wealth products.
- Strong networking skills to expand client base and generate referrals within HNI Community.