Manager at Wealth First Finserv LLP
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Wealth First Finserv - Wealth Manager - HNI Sales (3-8 yrs)
Wealth Manager HNI
- Acquisition & managing High Net Worth / 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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