Wealth Relationship Manager - Broking Firm (2-7 yrs)
- HNI Client handling
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
- Generating a minimum of 3X revenue per month
- Acquiring 2 new clients per month
- Generating an AUM of 50L per month
- High levels of customer service orientation and application of Company
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