Kunvarji - Wealth Manager

- To identify and create new business opportunities in wealth vertical, grow and manage existing accounts.

- Acquire and manage clients with minimum ticket size of 50 L

- Pitch and sell different products like PMS, AIFs, etc

- Represent the company in different forums / events, generate leads through multiple channels

- Strategize and execute different methods and develop client base as well as business

- Ensure 100% customer satisfaction through top notch customer service