Wealth Manager

To up sell l MF products to Retail/HNI Clients as per the

assigned database, generation of fresh leads through reference to shore up the

clientele.

Achieving the business targets assigned in terms of up-selling

Products, enhancing and upgrading the Client Net worth relationships.

Profiling customers and provide financial products to meet customer needs

Ensuring the highest levels of service to the client /HNI customers

Providing Investment planning and advice

Achieving sales and revenue targets spread across product mix

One point contact for the assigned customer

Acquisition & Servicing of HNI/UHNI customers.

Preference to NISM Certified candidates with experience in managing

Retail/HNI Clients, with in depth knowledge of Mutual Funds.