HR Executive at Spurrin Innovation
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AUM Sales Role - HNI/UHNI - NBFC (3-8 yrs)
We are a talent search agency based in Bangalore and we are currently hiring for an award wining NBFC for their AUM Sales position in Bangalore location.
You can find the detailed job description below. If the position suits well with your aspirations, please get back to me with a resume of yours for further processing.
Job Description:
- Acquisition & managing High / Ultra High Net Worth customers
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
- Ensure highest levels of customer service to these HNI customers
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