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Director at Alpha Orion Consultants
Views:1978 Applications:98 Rec. Actions:Recruiter Actions:18
City & Cluster Head - Wealth Management - Financial Services Firm (11-16 yrs)
1. To deliver on assigned KRA's goals of customer and employee Satisfaction.
2. To manage the team and profit center of the group towards clients acquisition and portfolio management of HNI/ Ultra HNI Clients.
3. Procuring the potential clients through networking, database, market analysis and references.
4. Experience in managing wealth for clients and deriving profits from investment.
5. Acquiring, developing & managing relationships with HNI & Ultra-HNI clients.
6. Counseling and advising clients for managing their finances and allocating resources productively.
7. Conducting comprehensive periodical review of client portfolios.
8. Reviewed portfolios, conduct analysis and present wealth plans of action on a daily basis.
9. Extended financial planning and wealth management services to mapped clients. Interacted with clients, resolved their queries, and explained complex terminologies to them.
Anikashali
Senior Consultant - Talent Acquisition
Mobile - 9818886150
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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