AVP - Wealth Management - HNI

Job opportunity with of the Financial sector for the position of Wealth Management.

Job Responsibilities:

- Clear Accountability, handling sales to High Networth, SME, Corporates and others.

- Profiling customers & providing products who meet their needs

- Deepen the relationship by cross selling products & services according to their needs

- Enhance & retain cost profitability by capturing larger share of wallet.

- Acquire new customers who meet product criteria through cross reference.

- Acquire mass affluent retail customers, deepen existing HNI relationships for all wealth products (Insurance,mutual funds) and cross-sell 3rd party products for example ( Mutual Funds,Insurance,Equity Trading, Home Loans and other Fees based Product ).