Posted By
Posted in
Banking & Finance
Job Code
1512155
- This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.
Profile Comprehension & Required Skills :
- To do the entire portfolio analysis of your clients.
- Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.
- Managing and improving relationship values with existing HNI & Ultra HNI client's.
- Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products.
- Formulating strategies to expand the HNI & Ultra HNI client's base.
- Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company.
- Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
- Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc.
Solutions :
- Mutual Funds (MF) (mandatory knowledge)
- Life Insurance (LI)
- General insurance (GI)
- Health Insurance
- Fixed Deposits (FD)
- Liability Products
- CPOF
- FMPS
- Real Estate
- SIP
- Golds
- Bonds
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Posted By
Posted in
Banking & Finance
Job Code
1512155