4 - 9 years
15 - 25 Lacs
Posted:1 month ago|
Platform:
Work from Office
Full Time
Job description - This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions. Profile Comprehension & Required Skills : - To do the entire portfolio analysis of your clients. - Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management. - Managing and improving relationship values with existing HNI & Ultra HNI client's. - Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products. - Formulating strategies to expand the HNI & Ultra HNI client's base. - Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company. - Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process. - Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc. Solutions : - Mutual Funds (MF) (mandatory knowledge) - Life Insurance (LI) - General insurance (GI) - Health Insurance - Fixed Deposits (FD) - Liability Products - CPOF - FMPS - Real Estate - SIP - Golds - Bonds
WOW Softech
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