3 Job openings found

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share.  Identifying prospective clients & ...

Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of client’s portfolio to ensure that they are in line with ...