Posted By
Posted in
Banking & Finance
Job Code
1219231
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions.
- Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.
- Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required
- Responsible for business development through acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
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Posted By
Posted in
Banking & Finance
Job Code
1219231