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  • * Acquisition & managing High / Ultra High Net Worth customers * Cross-sell products and services to both new and as well as existing 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 ...

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Urgently looking for Private Wealth RM. Position based with one of the leading Private Banking vertical for a large Financial Services Group based at Delhi Job Profile: To acquire, service and manage the portfolio for HNI clients for the purpose of investment advice and to act as a financial

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

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