cofounder at Indiref HR services Pvt Ltd
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Senior Manager/AVP/VP - Wealth Management - BFSI (5-18 yrs)
- Responsible for fresh acquisition and maintenance of relationship with HNI clients.
- Minimum AUM of 50 Cr being managed.
- Average Ticket Size of existing clients should be Greater than 2.5 crores.
- Responsible for acquisition of new HNI Clients.
- Cross selling of baskets of Investment Products to High Net Worth Individuals.
- Maintaining and leveraging on the relationship with clients acquired
Industry Type : Securities
Minimum Qualification : Post Graduate
Key Skills : Verbal Communication, Sales, Client Servicing, Client Acquisition, Relationship Management, Hni Clients Handling, Portfolio Management, Financial Advisory Services
Locations : Mumbai
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