Financial Advisor - Affluent Segment - Banking

- Min. 5 years of experience in financial services and HNI related organization.

- Well networked and connected from affluent segment of society.

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable.

- Providing financial advice related to investments, insurance, simple banking transactions.

- AUM Should be minimum 100 Cr +

- Average Ticket Size should be 1 Cr +