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  • To acquire HNI clients and cross sell Wealth Management Products To meet exiting clients and pitch Health & Life Insurance. Monitor & manage two relationship manager. Conduct lead generation activities in high end clubs, societies or 5 star hotels Should be from financial service background like Mutual funds or Life insurance or Health Insurance. Must have few HNI clients or worked for HNI clients ...

  • 1.To acquire HNI clients & cross sell Wealth Management Products 2.Meet exiting clients & pitch Health & Life Insurance. 3.Monitor & manage two relationship manager. 4.Conduct lead generation activities in high end clubs, societies or 5 star hotels Should be from financial service background like Mutual funds or Life insurance or Health Insurance. Must have few HNI clients or worked for HNI clients ...

  • 1.To acquire HNI clients & cross sell Wealth Management Products 2.Meet exiting clients & pitch Health & Life Insurance. 3.Monitor & manage two relationship manager. 4.Conduct lead generation activities in high end clubs, societies or 5 star hotels Should be from financial service background like Mutual funds or Life insurance or Health Insurance. Must have few HNI clients or worked for HNI clients ...

  • 1.To acquire HNI clients & sell Life & Health Insurance and wealth management products. 2.Monitor & manage two relationship manager and help them to achieve targets 3.Conduct lead generation activities in high end clubs, societies or 5 star hotels. 1.Should be from financial service background like Life insurance or Health Insurance or Mutual Funds. 2.Must have few HNI clients or worked for HNI ...

  • 1.Acquire HNI clients through reference, organize & participate in promotional activities 2.Cross sell Wealth Management product like Mutual funds, PMS, Private equity, Structured products, Life & Health Insurance 3.Client servicing & relationship 1. You should either be from Banking & Financial services backround or handled HNI clients for selling any product. 2. You should have good communcation skills ...

  • 1.Acquire new clients from mass market & cross sell them Life & Health insurace, mutual funds, PMS & other Wealth Products 2.Making strategic tie ups with Societies, corporate for product presentation. 3.Maintain relationship with clients and get ref 1. You should be from banking ,insurance or Financial service industry. 2. You should have worked in local market at least for 2 years and known to HNI ...

  • 1.Acquire new clients from mass market & cross sell Life & Health insurance, mutual funds, PMS & other Wealth Products 2.Making strategic tie ups with Societies, corporates for product presentation 3.Maintain relationship with clients and get refrnce

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