Preferred RM / PB Classic- Changodar & Dholka in Gujarat

Roles and Responsibilities

• Manage high net worth individual (HNI) clients through relationship building, acquisition, and portfolio management.
  
• Identify new business opportunities for wealth creation and expansion of existing relationships.
  
• Develop and maintain strong relationships with HNIs to increase sales revenue from various products such as Casa, Liabilities, Portfolio Management Services, etc.
  
• Collaborate with internal teams to deliver exceptional customer service and resolve client queries efficiently.
  
• Ensure effective communication with clients regarding product offerings, market trends, and investment strategies.

PB Classic - Min. 3 years of exp. is required

PRM - Min. 5 years of exp. is required

Location, Changodar, Sarkhej, Bavla, Dholka and Different location in outer Ahmedabad

Those who are interested can share their CV to [email removed]

While sharing resume, please mentioned subjecting as Interested role and Branch name