AVP - Wealth - Bank

AVP Wealth

The person in this role will be front responsible for contributing to the top-line by developing advisory relationships by proactively acquiring #HNI clients and providing them with integrated #financial services

Core Responsibilities:

- Acquire, manage and advise #HNI Clients in all asset classes like #Debt, Alternate Assets, #Equity Broking, #Mutual Funds, #PMS, PE, #Bonds, Structured Products etc

- Generate leads and develop prospects, network to identify referrals to new clients

- Identify and execute on new business opportunities with existing clients

Syed
San management
9990164275
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