Vice President - HR & Communications at Client Associates
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Client Associates - Executive/Senior Executive/Associate - UHNI Portfolio (2-8 yrs)
- Responsible for market analysis in metro cities and tier 2 cities w.r.t expansion of business by prospecting the right segment.
- Planning for initial telecons with the prospects in consultation with wealth teams.
- Addressing queries raised during the telecons by building intelligence about the firm and its offerings.
- Understanding Multi-Family Office services worldwide and analyzing their relevance for Indian clientele.
- Handling a portfolio of UHNI clients with the team leader after getting trained on the same, and helping with growing share of wallet of the client's total portfolio
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