Recruitment Specialist at Kuling Technologies pvt ltd
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Wealth Manager - Financial Services (2-7 yrs)
We have opening for Wealth Manager for Financial Services Company
Location : Mumbai
Responsibilities:
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Conduct risk profiling of all mapped clients for better advisory on investment needs
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
