Financial Adviser-Wealth Management

by Job Vision Consultants

To Acquire and Offer holistic Wealth Management solutions to HNI and super high net worth clients with Ticket size of 1Cr-1.5 Cr+ Requires entrepreneur mindset in building a strong book with such strong hni clients

Responsible for pitching the clients with right products thereby increasing the book size.

Consistently build own book through acquisition of HNI/UHNI clients and AUMs Manage client portfolio and deliver client delight through constant engagement with existing clientele Build strong cross-functional relationships business and hence generation of business through cross sell.

Location- Multiple

Experience- 5+ years of broking / wealth management exp.

Education- Full time MBA from Premire Institute.

Style switcher

Choose color style