Wealth Manager - Private Bank (7-12 yrs)
Job Description :
- Identifying HNI Clients
- Selling third party investment products like MF & FD
- Direct Revenue generation through selling liability products(investments & Insurance)
Desired Candidate Profile :
- Meet assigned revenue target
- New client acquisition and enrolling
- Cross selling of asset products & lead generation
- Servicing clients & portfolio management
- Must be good communication skills
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