Wealth Advisor/avp

Krehsst Recruitment Solutions
  • Mumbai
  • 10-15 lakh
  • 5-10 years
  • Views
  • 15 Jul 2016

  • Investments, Sales/ Business Development/ Account Management, Advisory

  • Banking - Retail
Job Description

- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services.

- Build and Manage relationships that result in successful long term partnerships

- Cross selling of the Organizations basket of Investment Products to all clients.

- Maintaining and leveraging on the relationship with clients acquired.

- Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of Eligible families.

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Krehsst Recruitment Solutions