AVP/VP - Wealth Management - BFSI

AVP/VP - Wealth Management

Roles & Responsibilities :

1. Responsible for new client acquisition, building new relationships and enhancing existing relationships with UHNI/HNI clients.

2. Revenue generation by in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization

3. Responsible for achieving targets as assigned by the organization on a monthly/quarterly basis.