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Business Development Role - Ultra HNI - Wealth Management & Investment Advisory Services (4-7 yrs)
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
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