jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
12/07 Arima
Director at Pplanet HR Services

Views:2397 Applications:79 Rec. Actions:Recruiter Actions:66

Team Leader/Team Member - Wealth Management - HNI & Ultra HNI Clients - Bank (3-10 yrs)

Mumbai Job Code: 720138

1. Identifying HNI & Ultra HNI clients and onboarding them with the company.

2. Responsible for wealth management through the process of Financial Planning.

3. Profiling Customers and provide customized products to meet customer needs.

4. Effective co-ordination with HNI customers and operations for ease of servicing.

5. Regular customer engagement of mapped clients and updating new products

6. Acquisition of new clients and managing the existing base.

7. Knowledge of Mutual Funds, Insurance (LI & GI), PMS, FD, Bonds in all clients- portfolios and to Identify opportunities to cross-sell


Team member :

- Must have managed collective Assets under Advisory size of Rs.5 cr and above- With more than 30 active clients .

- Experience: 3-8 yrs

Team Leader :

- Must have managed a team of atleast 4 members with collective AUM of more than INR 40 crs.

- Experience : Min 10 yrs

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.