Jobs
Job Description
Responsibilities:
To up sell and cross sell VQ products to HNI / UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Contributing to the top / bottom line by achieving the numbers through sales across Products Mix, enhancing and upgrading the Clients’ Net worth relationships.
Profiling customers and provide financial product advisory to meet customer needs.
Ensuring the highest levels of service to the HNI / UHNI customers.
Providing Investment planning and advice as applicable.
One point contact for the assigned set of customer base.
Acquisition & Servicing of new HNI / UHNI customers.
Experience in managing Institutional / HNI Clients, with in depth knowledge of PMS and AIF business
Job Requirement
Additional Information
| Job Type | : | Full Time |
| Experience | : | 5 - 8 years |
| Location | : | Mumbai, India |
| Qualification | : | + Any |