10 - 20 years
40 - 70 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
- Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions
- Lead, mentor and support the team to achieve individual and team revenue targets
- Act as a key point of contact for key clients, ensuring exceptional service delivery
- Drive product penetration and cross-sell opportunities within the existing and new client base
- Ensure compliance with all regulatory and internal policies while handling client portfolios
- Work closely with product, research, and operations teams to deliver holistic wealth solutions
- Track and analyze portfolio performance and report key metrics regularly
DSP Eminence
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