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Job Location | Ludhiana |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | Operations Management / Process Analysis |
EmploymentType | Full-time |
Acquire new customers and service existing relationships, to achieve set IR targets. Managing the High Net Worth customer base.v Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships Profiling Customers and provide solutions to meet their financial needs. Ensuring the highest levels of service to the customers. Providing Investment Advise & Financial planning on equity, F&O, Currency, Commodity, Insurance, Mutual Funds, Loan, Mortgages. Desired profile of the Candidate: Good inter personal & communication skills. Sound knowledge of financial concepts.,
Keyskills :
marketing sales ir sound banking fo investment insurance planning currency net business set communication selling ustomerrelations financialplanning separatelymanagedaccounts mutualfunds crossselling