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Senior HR Recruiter at Empower IT System Pvt Ltd
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Senior Vice President - HNI/UHNI - Wealth Management (6-20 yrs)
Wealth Manager
Acquire New HNI clients on Equity, Derivatives, currency & commodity Markets. Cross selling of products like Mutual fund,PMS, Bonds
Individually handling clients with book size of 25 lacs& above.
Creation of revenue & Activation of clients
Will be responsible for acquiring preferred clients (HNI / Ultra HNI) and also develop new territories.
- Maintaining client relationships and generate AUM from preferred clients. Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet.
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales
- Responsible for achieving targets based on acquisition and revenue generation through equity.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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