- Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's base. - Maintaining long term relationships with e.
4 Lac-5 Lac P.A
Permanent Job, Full time
--Client Acquisition, generation of revenue through sale of liability products like mutual funds, insurance, PMS, IPO and bonds. --Retention of exiting clients both active and inactive.
UG - Bachelor of Commerce (B.Com) - Banking & Insurance
Cerification - N/A