Wealth Manager
HINDCO CONSULTING SERVICES · Indore · onsite · Posted 28d ago
Undisclosed5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Accountable for acquisition of High net worth clients.
Responsible for identifying customer needs and assessing their risk appetite.
Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers.
Strong networking skills to expand client base and generate referrals within HNI Community.
Responsible for identifying customer needs and assessing their risk appetite.
Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers.
Required Candidate profile
5+ years of experience in managing wealth products.Strong networking skills to expand client base and generate referrals within HNI Community.
Sourced from naukri
Skills
Cross SellingInvestment ProductsFinancial ProductsHNIFinancial AdvisoryPortfolio ManagementWealth ManagementInvestment AdvisoryNew Client AcquisitionCross SalesHNI AcquisitionHNI SalesUpsellRelationship ManagementHNI Client HandlingInvestment
About HINDCO CONSULTING SERVICES
HINDCO CONSULTING SERVICES
25
employees
2003
23 years old
New Delhi, Delhi
India
₹2.8L PA avg
Avg at HINDCO CONSULTING SERVICES
About
Hiring for - A Multinational Automotive Premier leader in the automotive industry, offering a comprehensive one-stop solution that spans every aspect of the automotive business.
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Consulting
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