HR Executive at Avsar HR Services
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Wealth Manager - Sales - Bank (3-8 yrs)
1. Acquisition of HNI & Retail clients by tracking Affluent & Super Affluent Client segment from the market for new client acquisition. Acquisition & managing High / Ultra High Net Worth customers
2. Cross-sell products and services to new customers as per their lifestyle, risk profiling and requirements
3. 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.
4. Ensure highest levels of customer service to these HNI customers
5. Resolving Client Queries, Client Servicing .
6. Candidate should be Self-Motivated, Eager to interact with clients and maintain a database of his clients .
Note: NISM/NCFM/AMFI (Certification needed)
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