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Neha S Naik

Principal Consultant at TeamLease Services Ltd

Last Login: 31 July 2020

Job Views:  
2705
Applications:  109
Recruiter Actions:  19

Job Code

544828

Assistant Vice President/Vice President - UHNI - Private Wealth

4 - 15 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

- Prospects shall be responsible to develop and nurture relationship with UHNI clients by advising on varied investment options

- To meet revenue and product mix target across RE, PMS, Structured Products, Mutual Fund, Equity, Derivative.

- Continuous Portfolio tracking of the customers to provided optimal investment advisory

- Deepening relationship to generate AUM

Education - CA / MBA from T1 or T2 schools only

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Posted By

user_img

Neha S Naik

Principal Consultant at TeamLease Services Ltd

Last Login: 31 July 2020

Job Views:  
2705
Applications:  109
Recruiter Actions:  19

Job Code

544828

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