- 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.
Required Candidate profile
- 5+ years of experience in managing wealth products.
- Solid networking skills to expand client base and generate referrals within HNI Community. .
02What you'll need
Experience
5 to 9 Yrs
Employment Type
Full time
Programming languages
acquisitioncross sellingmutual fundsPMSnetworkingcustomer needs assessmentrisk appetite assessmentclient base expansionreferral generation