Roles and Responsibilities Job Description -
Acquisition & managing High / Ultra High Net Worth clients.
Cross-sell products and services to new customers as per their lifestyle, risk profiling, and requirements
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, IPO, Equity-based products, PMS, etc.
Ensure the highest levels of customer service to these HNI clients.
Desired Candidate Profile - Candidate should have experience in Financial Sector - Client Acquisition, Relationship Management, Generating business.
Perks and Benefits - Will be based on discussion
Salary: 7,00,000 - 11,00,000 P.A.
Role Category:Banking Operations
Employment Type:Full Time, Permanent
Address:IIFL CENTRE KAMALA CITY,,,,S B MARG,LOWER PAREL, MUMBAI, Maharashtra, India