Posted By
Posted in
Banking & Finance
Job Code
565677
- Should have sound understanding of Wealth Management & Insurance Products
- Build AUM by acquiring & managing High / Ultra High Net Worth customers
- Regularly review client portfolios and make recommendations in line with the risk-profile of the customer
- Ensure highest levels of service to the customers
- Adherence to all regulatory, statutory and corporate compliance standards
- Good communication & presentation skills
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Posted By
Posted in
Banking & Finance
Job Code
565677