Senior Manager - Recruitment at Changeleaders Consulting Pvt
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Senior Wealth Manager - Sales - Bank (7-12 yrs)
- Acquisition and servicing of HNI/UHNI customers
- Providing Investment planning and advice based on their requirements and goal
- Profiling customers and providing financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- One-point contact for the assigned customer
- Review and diversify existing client portfolio regularly and provide guidance accordingly
- Should have sound product knowledge related to insurance, mutual funds, fixed income, etc.
- Catering to the investment needs of clients by providing them with research-based advice in MF, Insurance, PMS and structured Products offerings, AIF, Bonds, and Fixed Deposits
- Update and cross-sell products to existing clients and update them about the primary and secondary market trends
- Achieving sales and revenue targets spread across the product mix
- Reviewing the team's performance for optimization of revenues
