- Managing Portfolios of HNIs and Corporates - Creating Client specific portfolios across different asset classes like Equity, Fixed Income, Market Linked Debentures, Insurance and so on based on Clients- needs and goals - Analysing feedback that has been received, identifying trends and providing recommendations for solutions to improve the efficiency and productivity of Financial Advisors and Client Servicing &nbsp; - Reviewing and rebalancing the clients- portfolios at least every quarter according to changing market conditions and client circumstances and goals - Generating revenue by building rapport and maintaining long term relationships - Acquiring new HNI customers by formulating outbound and inbound sales - Ensuring regular availability of Research material and inputs to the client. - Conducting time bound review for all clients

Bangalore

Manager/Senior Manager/AVP - Sales/Wealth Management - BFSI  

Manager/Senior Manager/AVP - Sales/Wealth Management - BFSI   ,Job Description for Manager/Senior Manager/AVP - Sales/Wealth Management - BFSI   in Randstad in  Bangalore for (5-10) years of experience. Apply Now!

Job Description for Manager/Senior Manager/AVP - Sales/Wealth Management - BFSI   in Randstad in  Bangalore for (5-10) years of experience. Apply Now!