Business Development Role - Ultra HNI - Wealth Management & Investment Advisory Services

We are representing our client which is based out of Mumbai. It is a firm which is into wealth management and investment advisory services. We are looking for someone would be responsible for taking care of Business development role.

Location : Lower Parel,Mumbai

Job Duties and Responsibilities:

- To acquire & manage Ultra HNI, Super HNI clients and manage their real estate portfolio.

- Advise clients on residential, commercial, valuation services offered by the firm.

- Give impactful presentations and investment themes to the investors

- Understand existing portfolios and suggest most relevant options

- Assess clients requirement as per their location preference and financials.

- Ensure highest level of Customer Satisfaction.

Team Edventus