Smily.jindal@wowjobs.biz at Wowjobs.biz
Views:2 Applications:7 Rec. Actions:Recruiter Actions:2
Affluent Relationship Manager - Sales - NBFC (4-14 yrs)
- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc.
- Generate leads and develop prospects, network to identify referrals to new clients
- Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan
- Identify and execute on new business opportunities with existing clients
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Generating AUM of 100X trail book
- Generating minimum of 2X revenue per month
